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 | $7,418 | $109,881-93.2% | $150,045-95.1% | $84,808-91.3% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 178.50% | 28.25%+150.3pp | 62.55%+116.0pp | 40.90%+137.6pp |
| Employer contribution / active EE | $849 | $3,561-76.2% | $4,693-81.9% | $2,631-67.7% |
| Participant deferral / active EE | $4,357 | $6,636-34.3% | $7,997-45.5% | $4,212+3.4% |
| Admin fee / account holder | $142 | $8,568-98.3% | $13,435-98.9% | $7,344-98.1% |