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 | $6,513 | $99,020-93.4% | $86,590-92.5% | $147,584-95.6% |
| Participation rate | 94.7% | 76.3%+18.4pp | 73.5%+21.2pp | 82.8%+11.9pp |
| Annual return | 17.80% | 1312.34%-1294.5pp | 964.84%-947.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $813 | $3,132-74.0% | $2,839-71.3% | $4,876-83.3% |
| Participant deferral / active EE | $3,143 | $3,972-20.9% | $3,609-12.9% | $5,439-42.2% |
| Admin fee / account holder | $202 | $5,710-96.5% | $4,906-95.9% | $10,885-98.1% |