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 | $3,997 | $99,020-96.0% | $86,590-95.4% | $147,584-97.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 28.81% | 1312.34%-1283.5pp | 964.84%-936.0pp | 578.55%-549.7pp |
| Employer contribution / active EE | $599 | $3,132-80.9% | $2,839-78.9% | $4,876-87.7% |
| Participant deferral / active EE | $992 | $3,972-75.0% | $3,609-72.5% | $5,439-81.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |