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 | $13,792 | $97,757-85.9% | $83,848-83.6% | $135,375-89.8% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -8.14% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,389 | $4,222-67.1% | $3,631-61.8% | $4,779-70.9% |
| Participant deferral / active EE | $1,902 | $4,682-59.4% | $4,082-53.4% | $5,609-66.1% |
| Admin fee / account holder | $93 | $6,674-98.6% | $5,478-98.3% | $10,827-99.1% |