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 9-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 | $5,728 | $102,966-94.4% | $90,281-93.7% | $152,861-96.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 21.60% | 95.16%-73.6pp | 78.10%-56.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $382 | $3,139-87.8% | $2,854-86.6% | $4,762-92.0% |
| Participant deferral / active EE | $953 | $4,281-77.7% | $3,885-75.5% | $5,850-83.7% |
| Admin fee / account holder | $40 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |