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 | $6,288 | $108,642-94.2% | $74,701-91.6% | $152,861-95.9% |
| Participation rate | 82.6% | 65.3%+17.3pp | 54.5%+28.1pp | 82.4%+0.2pp |
| Annual return | 28.56% | 114.06%-85.5pp | 752.92%-724.4pp | 345.32%-316.8pp |
| Employer contribution / active EE | $497 | $1,503-66.9% | $1,084-54.1% | $4,762-89.6% |
| Participant deferral / active EE | $836 | $2,712-69.2% | $1,964-57.4% | $5,850-85.7% |
| Admin fee / account holder | $97 | $4,902-98.0% | $3,333-97.1% | $11,596-99.2% |