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 | $5,922 | $112,881-94.8% | $90,951-93.5% | $158,922-96.3% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 18.71% | 215.79%-197.1pp | 134.60%-115.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $657 | $2,893-77.3% | $2,122-69.0% | $4,761-86.2% |
| Participant deferral / active EE | $1,009 | $4,128-75.6% | $3,373-70.1% | $5,982-83.1% |
| Admin fee / account holder | $39 | $8,041-99.5% | $5,959-99.3% | $11,246-99.7% |