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 | $11,828 | $176,377-93.3% | $134,143-91.2% | $158,922-92.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.86% | 63.63%-54.8pp | 36.33%-27.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $786 | $5,040-84.4% | $3,704-78.8% | $4,761-83.5% |
| Participant deferral / active EE | $653 | $4,091-84.0% | $3,499-81.3% | $5,982-89.1% |
| Admin fee / account holder | $79 | $8,718-99.1% | $6,684-98.8% | $11,246-99.3% |