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 | $3,265 | $129,217-97.5% | $93,406-96.5% | $158,922-97.9% |
| Participation rate | 70.0% | 71.0%-1.0pp | 66.8%+3.2pp | 82.0%-12.0pp |
| Annual return | 27.91% | 118.21%-90.3pp | 78.05%-50.1pp | 302.83%-274.9pp |
| Employer contribution / active EE | $904 | $2,711-66.6% | $2,075-56.4% | $4,761-81.0% |
| Participant deferral / active EE | $908 | $3,909-76.8% | $3,126-71.0% | $5,982-84.8% |
| Admin fee / account holder | $6 | $7,383-99.9% | $5,230-99.9% | $11,246-99.9% |