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 | $9,215 | $150,440-93.9% | $136,294-93.2% | $147,584-93.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 28.59% | 1049.08%-1020.5pp | 5155.94%-5127.3pp | 578.55%-550.0pp |
| Employer contribution / active EE | $1,426 | $5,256-72.9% | $4,695-69.6% | $4,876-70.8% |
| Participant deferral / active EE | $3,422 | $6,630-48.4% | $6,247-45.2% | $5,439-37.1% |
| Admin fee / account holder | $112 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |