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 | $867 | $176,377-99.5% | $134,143-99.4% | $158,922-99.5% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 15.85% | 63.63%-47.8pp | 36.33%-20.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $259 | $5,040-94.9% | $3,704-93.0% | $4,761-94.6% |
| Participant deferral / active EE | $259 | $4,091-93.7% | $3,499-92.6% | $5,982-95.7% |
| Admin fee / account holder | $13 | $8,718-99.9% | $6,684-99.8% | $11,246-99.9% |