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 | $8,350 | $65,409-87.2% | $98,442-91.5% | $85,850-90.3% |
| Participation rate | 75.9% | 65.0%+10.9pp | 73.3%+2.5pp | 69.3%+6.5pp |
| Annual return | 16.27% | 21.76%-5.5pp | 1492.73%-1476.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $345 | $2,168-84.1% | $2,960-88.3% | $2,565-86.6% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $236 | $4,593-94.9% | $5,949-96.0% | $6,260-96.2% |