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 | $1,848 | $113,339-98.4% | $94,993-98.1% | $147,584-98.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 33.61% | 20.77%+12.8pp | 27.12%+6.5pp | 578.55%-544.9pp |
| Employer contribution / active EE | $479 | $3,160-84.8% | $2,603-81.6% | $4,876-90.2% |
| Participant deferral / active EE | $631 | $3,777-83.3% | $3,317-81.0% | $5,439-88.4% |
| Admin fee / account holder | $5 | $6,063-99.9% | $4,960-99.9% | $10,885-100.0% |