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 | $8,001 | $90,503-91.2% | $78,689-89.8% | $273,961-97.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.03% | 75.60%-66.6pp | 62.18%-53.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,228 | $3,176-61.3% | $2,851-56.9% | $4,869-74.8% |
| Participant deferral / active EE | $1,183 | $3,901-69.7% | $3,517-66.4% | $5,287-77.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |