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 | $4,715 | $93,071-94.9% | $74,583-93.7% | $273,961-98.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.15% | 26.18%-18.0pp | 20.47%-12.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $900 | $3,160-71.5% | $2,525-64.4% | $4,869-81.5% |
| Participant deferral / active EE | $900 | $4,160-78.4% | $3,458-74.0% | $5,287-83.0% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |