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 | $5,265 | $99,020-94.7% | $86,590-93.9% | $147,584-96.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 35.31% | 1312.34%-1277.0pp | 964.84%-929.5pp | 578.55%-543.2pp |
| Employer contribution / active EE | $1,052 | $3,132-66.4% | $2,839-62.9% | $4,876-78.4% |
| Participant deferral / active EE | $1,407 | $3,972-64.6% | $3,609-61.0% | $5,439-74.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |