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 | $8,820 | $113,935-92.3% | $94,224-90.6% | $125,391-93.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.14% | 5.29%-7.4pp | 10.68%-12.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,512 | $4,727-68.0% | $3,587-57.9% | $4,866-68.9% |
| Participant deferral / active EE | $3,465 | $5,179-33.1% | $4,320-19.8% | $5,352-35.2% |
| Admin fee / account holder | $48 | $8,391-99.4% | $6,269-99.2% | $9,540-99.5% |