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 8-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 | $10,071 | $102,616-90.2% | $81,983-87.7% | $158,922-93.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 21.82% | 61.04%-39.2pp | 41.31%-19.5pp | 302.83%-281.0pp |
| Employer contribution / active EE | $566 | $3,240-82.5% | $2,498-77.4% | $4,761-88.1% |
| Participant deferral / active EE | $2,233 | $4,648-52.0% | $3,722-40.0% | $5,982-62.7% |
| Admin fee / account holder | $33 | $8,235-99.6% | $5,664-99.4% | $11,246-99.7% |