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 | $8,832 | $118,919-92.6% | $88,538-90.0% | $152,861-94.2% |
| Participation rate | 87.5% | 73.4%+14.1pp | 68.7%+18.8pp | 82.4%+5.1pp |
| Annual return | 22.39% | 47.92%-25.5pp | 43.64%-21.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $675 | $2,669-74.7% | $2,098-67.8% | $4,762-85.8% |
| Participant deferral / active EE | $1,012 | $3,549-71.5% | $2,914-65.3% | $5,850-82.7% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |