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 | $15,822 | $57,354-72.4% | $83,848-81.1% | $64,186-75.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.68% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $870 | $2,545-65.8% | $3,631-76.0% | $2,381-63.5% |
| Participant deferral / active EE | $3,064 | $2,993+2.4% | $4,082-24.9% | $3,470-11.7% |
| Admin fee / account holder | $13 | $4,046-99.7% | $5,478-99.8% | $4,888-99.7% |