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 | $8,538 | $165,912-94.9% | $122,332-93.0% | $147,584-94.2% |
| Participation rate | 90.0% | 79.6%+10.4pp | 71.6%+18.4pp | 82.8%+7.2pp |
| Annual return | 21.28% | 34.55%-13.3pp | 30.27%-9.0pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,464 | $5,754-74.6% | $4,050-63.9% | $4,876-70.0% |
| Participant deferral / active EE | $2,052 | $4,005-48.8% | $3,287-37.6% | $5,439-62.3% |
| Admin fee / account holder | $132 | $7,424-98.2% | $5,478-97.6% | $10,885-98.8% |