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 | $9,386 | $107,015-91.2% | $73,545-87.2% | $147,584-93.6% |
| Participation rate | 76.2% | 66.4%+9.8pp | 54.9%+21.3pp | 82.8%-6.6pp |
| Annual return | 58.17% | 38.25%+19.9pp | -15.16%+73.3pp | 578.55%-520.4pp |
| Employer contribution / active EE | $902 | $1,760-48.7% | $1,219-26.0% | $4,876-81.5% |
| Participant deferral / active EE | $1,531 | $2,462-37.8% | $1,806-15.2% | $5,439-71.9% |
| Admin fee / account holder | $24 | $3,055-99.2% | $2,320-99.0% | $10,885-99.8% |