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 | $5,231 | $99,020-94.7% | $86,590-94.0% | $147,584-96.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.26% | 1312.34%-1292.1pp | 964.84%-944.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,202 | $3,132-61.6% | $2,839-57.7% | $4,876-75.4% |
| Participant deferral / active EE | $1,794 | $3,972-54.8% | $3,609-50.3% | $5,439-67.0% |
| Admin fee / account holder | $34 | $5,710-99.4% | $4,906-99.3% | $10,885-99.7% |