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 | $3,766 | $99,020-96.2% | $86,590-95.7% | $147,584-97.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 43.77% | 1312.34%-1268.6pp | 964.84%-921.1pp | 578.55%-534.8pp |
| Employer contribution / active EE | $728 | $3,132-76.7% | $2,839-74.4% | $4,876-85.1% |
| Participant deferral / active EE | $1,230 | $3,972-69.0% | $3,609-65.9% | $5,439-77.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |