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 | $10,204 | $102,604-90.1% | $86,188-88.2% | $139,434-92.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 26.65% | 1922.51%-1895.9pp | 1168.45%-1141.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,333 | $3,032-56.0% | $2,380-44.0% | $4,751-71.9% |
| Participant deferral / active EE | $1,380 | $4,676-70.5% | $3,985-65.4% | $6,710-79.4% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |