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 | $5,144 | $77,419-93.4% | $69,455-92.6% | $152,861-96.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 15.92% | 39.06%-23.1pp | 28.97%-13.1pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,769 | $3,315-46.6% | $2,779-36.3% | $4,762-62.9% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $257 | $6,207-95.9% | $3,839-93.3% | $11,596-97.8% |