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 | $6,836 | $102,966-93.4% | $90,281-92.4% | $152,861-95.5% |
| Participation rate | 84.6% | 75.9%+8.8pp | 73.3%+11.3pp | 82.4%+2.2pp |
| Annual return | 25.68% | 95.16%-69.5pp | 78.10%-52.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $711 | $3,139-77.4% | $2,854-75.1% | $4,762-85.1% |
| Participant deferral / active EE | $1,164 | $4,281-72.8% | $3,885-70.0% | $5,850-80.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |