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 | $8,110 | $100,852-92.0% | $90,404-91.0% | $158,922-94.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 23.21% | 1724.20%-1701.0pp | 1293.02%-1269.8pp | 302.83%-279.6pp |
| Employer contribution / active EE | $844 | $3,689-77.1% | $3,262-74.1% | $4,761-82.3% |
| Participant deferral / active EE | $1,385 | $4,348-68.1% | $3,963-65.0% | $5,982-76.8% |
| Admin fee / account holder | $138 | $6,501-97.9% | $5,611-97.5% | $11,246-98.8% |