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 | $10,857 | $118,849-90.9% | $96,562-88.8% | $167,490-93.5% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 16.29% | 50.49%-34.2pp | 37.78%-21.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,137 | $3,120-63.6% | $2,356-51.8% | $4,837-76.5% |
| Participant deferral / active EE | $1,853 | $4,616-59.9% | $3,849-51.9% | $6,341-70.8% |
| Admin fee / account holder | $140 | $8,065-98.3% | $6,181-97.7% | $12,309-98.9% |