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 | $3,722 | $90,503-95.9% | $78,689-95.3% | $273,961-98.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 27.95% | 75.60%-47.7pp | 62.18%-34.2pp | 41.45%-13.5pp |
| Employer contribution / active EE | $1,237 | $3,176-61.0% | $2,851-56.6% | $4,869-74.6% |
| Participant deferral / active EE | $1,546 | $3,901-60.4% | $3,517-56.0% | $5,287-70.8% |
| Admin fee / account holder | $9 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |