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 | $9,414 | $102,966-90.9% | $90,281-89.6% | $152,861-93.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 70.27% | 95.16%-24.9pp | 78.10%-7.8pp | 345.32%-275.0pp |
| Employer contribution / active EE | $567 | $3,139-81.9% | $2,854-80.1% | $4,762-88.1% |
| Participant deferral / active EE | $1,426 | $4,281-66.7% | $3,885-63.3% | $5,850-75.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |