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 | $9,116 | $99,020-90.8% | $86,590-89.5% | $147,584-93.8% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 17.51% | 1312.34%-1294.8pp | 964.84%-947.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,084 | $3,132-65.4% | $2,839-61.8% | $4,876-77.8% |
| Participant deferral / active EE | $1,747 | $3,972-56.0% | $3,609-51.6% | $5,439-67.9% |
| Admin fee / account holder | $229 | $5,710-96.0% | $4,906-95.3% | $10,885-97.9% |