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 | $937 | $136,179-99.3% | $98,755-99.1% | $167,490-99.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 12.24% | 67.53%-55.3pp | 49.91%-37.7pp | 478.56%-466.3pp |
| Employer contribution / active EE | $193 | $2,631-92.7% | $2,067-90.7% | $4,837-96.0% |
| Participant deferral / active EE | $759 | $3,716-79.6% | $3,035-75.0% | $6,341-88.0% |
| Admin fee / account holder | $80 | $5,031-98.4% | $4,076-98.0% | $12,309-99.3% |