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 | $7,390 | $165,912-95.5% | $122,332-94.0% | $147,584-95.0% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 20.39% | 34.55%-14.2pp | 30.27%-9.9pp | 578.55%-558.2pp |
| Employer contribution / active EE | $820 | $5,754-85.8% | $4,050-79.8% | $4,876-83.2% |
| Participant deferral / active EE | $2,538 | $4,005-36.6% | $3,287-22.8% | $5,439-53.3% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |