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 | $8,622 | $102,604-91.6% | $86,188-90.0% | $139,434-93.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 18.73% | 1922.51%-1903.8pp | 1168.45%-1149.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $996 | $3,032-67.1% | $2,380-58.1% | $4,751-79.0% |
| Participant deferral / active EE | $1,130 | $4,676-75.8% | $3,985-71.7% | $6,710-83.2% |
| Admin fee / account holder | $73 | $8,657-99.2% | $6,852-98.9% | $11,403-99.4% |