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 | $14,744 | $127,386-88.4% | $115,037-87.2% | $125,391-88.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.78% | 31.28%-32.1pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $3,031 | $5,166-41.3% | $4,608-34.2% | $4,866-37.7% |
| Participant deferral / active EE | $2,733 | $6,423-57.4% | $6,026-54.6% | $5,352-48.9% |
| Admin fee / account holder | $67 | $9,516-99.3% | $8,175-99.2% | $9,540-99.3% |