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 | $4,559 | $81,632-94.4% | $70,449-93.5% | $158,922-97.1% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.1%+2.7pp | 82.0%-4.2pp |
| Annual return | 18.70% | 208.40%-189.7pp | 109.03%-90.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,015 | $3,217-68.5% | $2,737-62.9% | $4,761-78.7% |
| Participant deferral / active EE | $1,161 | $4,554-74.5% | $3,709-68.7% | $5,982-80.6% |
| Admin fee / account holder | $35 | $6,193-99.4% | $3,845-99.1% | $11,246-99.7% |