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 5-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 | $10,375 | $102,604-89.9% | $86,188-88.0% | $139,434-92.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 26.12% | 1922.51%-1896.4pp | 1168.45%-1142.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,784 | $3,032-41.2% | $2,380-25.0% | $4,751-62.4% |
| Participant deferral / active EE | $2,332 | $4,676-50.1% | $3,985-41.5% | $6,710-65.3% |
| Admin fee / account holder | $91 | $8,657-99.0% | $6,852-98.7% | $11,403-99.2% |