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 | $6,747 | $99,341-93.2% | $84,750-92.0% | $273,961-97.5% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 328.98% | 22.93%+306.0pp | 22.78%+306.2pp | 41.45%+287.5pp |
| Employer contribution / active EE | $1,165 | $4,214-72.3% | $3,574-67.4% | $4,869-76.1% |
| Participant deferral / active EE | $2,213 | $4,269-48.2% | $3,712-40.4% | $5,287-58.1% |
| Admin fee / account holder | $66 | $6,644-99.0% | $5,332-98.8% | $10,132-99.3% |