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 | $2,346 | $99,020-97.6% | $86,590-97.3% | $147,584-98.4% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 56.11% | 1312.34%-1256.2pp | 964.84%-908.7pp | 578.55%-522.4pp |
| Employer contribution / active EE | $975 | $3,132-68.9% | $2,839-65.7% | $4,876-80.0% |
| Participant deferral / active EE | $1,758 | $3,972-55.7% | $3,609-51.3% | $5,439-67.7% |
| Admin fee / account holder | $137 | $5,710-97.6% | $4,906-97.2% | $10,885-98.7% |