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 | $8,269 | $99,020-91.6% | $86,590-90.5% | $147,584-94.4% |
| Participation rate | 84.6% | 76.3%+8.3pp | 73.5%+11.1pp | 82.8%+1.8pp |
| Annual return | 21.90% | 1312.34%-1290.4pp | 964.84%-942.9pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,055 | $3,132-66.3% | $2,839-62.8% | $4,876-78.4% |
| Participant deferral / active EE | $1,840 | $3,972-53.7% | $3,609-49.0% | $5,439-66.2% |
| Admin fee / account holder | $83 | $5,710-98.5% | $4,906-98.3% | $10,885-99.2% |