See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,660 | $99,341-95.3% | $84,750-94.5% | $273,961-98.3% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 15.34% | 22.93%-7.6pp | 22.78%-7.4pp | 41.45%-26.1pp |
| Employer contribution / active EE | $1,154 | $4,214-72.6% | $3,574-67.7% | $4,869-76.3% |
| Participant deferral / active EE | $1,516 | $4,269-64.5% | $3,712-59.2% | $5,287-71.3% |
| Admin fee / account holder | $125 | $6,644-98.1% | $5,332-97.7% | $10,132-98.8% |