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 | $7,430 | $102,966-92.8% | $90,281-91.8% | $152,861-95.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 22.84% | 95.16%-72.3pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,135 | $3,139-63.8% | $2,854-60.2% | $4,762-76.2% |
| Participant deferral / active EE | $1,414 | $4,281-67.0% | $3,885-63.6% | $5,850-75.8% |
| Admin fee / account holder | $146 | $6,171-97.6% | $5,351-97.3% | $11,596-98.7% |