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 | $3,138 | $101,069-96.9% | $81,478-96.1% | $147,584-97.9% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 30.70% | 32.40%-1.7pp | 38.78%-8.1pp | 578.55%-547.8pp |
| Employer contribution / active EE | $836 | $3,205-73.9% | $2,568-67.4% | $4,876-82.8% |
| Participant deferral / active EE | $1,503 | $4,242-64.6% | $3,537-57.5% | $5,439-72.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |