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 | $4,947 | $99,020-95.0% | $86,590-94.3% | $147,584-96.6% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 22.86% | 1312.34%-1289.5pp | 964.84%-942.0pp | 578.55%-555.7pp |
| Employer contribution / active EE | $664 | $3,132-78.8% | $2,839-76.6% | $4,876-86.4% |
| Participant deferral / active EE | $1,078 | $3,972-72.9% | $3,609-70.1% | $5,439-80.2% |
| Admin fee / account holder | $229 | $5,710-96.0% | $4,906-95.3% | $10,885-97.9% |