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 | $11,144 | $75,828-85.3% | $147,614-92.5% | $59,632-81.3% |
| Participation rate | 83.0% | 71.6%+11.5pp | 84.6%-1.6pp | 68.7%+14.3pp |
| Annual return | 0.69% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,450 | $3,485-58.4% | $5,564-73.9% | $2,203-34.1% |
| Participant deferral / active EE | $1,281 | $3,130-59.1% | $4,895-73.8% | $3,192-59.9% |
| Admin fee / account holder | $264 | $5,985-95.6% | $11,611-97.7% | $4,297-93.9% |