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 | $5,811 | $100,852-94.2% | $90,404-93.6% | $158,922-96.3% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 31.94% | 1724.20%-1692.3pp | 1293.02%-1261.1pp | 302.83%-270.9pp |
| Employer contribution / active EE | $470 | $3,689-87.2% | $3,262-85.6% | $4,761-90.1% |
| Participant deferral / active EE | $1,182 | $4,348-72.8% | $3,963-70.2% | $5,982-80.2% |
| Admin fee / account holder | $121 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |