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 | $9,231 | $64,348-85.7% | $90,160-89.8% | $70,131-86.8% |
| Participation rate | 87.1% | 70.4%+16.7pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 76.99% | 28.13%+48.9pp | 34.88%+42.1pp | 73.14%+3.9pp |
| Employer contribution / active EE | $2,408 | $2,046+17.7% | $3,318-27.4% | $2,342+2.8% |
| Participant deferral / active EE | $4,954 | $4,389+12.9% | $5,288-6.3% | $3,332+48.7% |
| Admin fee / account holder | $239 | $3,944-93.9% | $5,943-96.0% | $4,645-94.9% |