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 9-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 | $14,541 | $97,881-85.1% | $80,004-81.8% | $125,391-88.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.95% | 9.36%-10.3pp | 7.63%-8.6pp | 282.22%-283.2pp |
| Employer contribution / active EE | $648 | $3,128-79.3% | $2,473-73.8% | $4,866-86.7% |
| Participant deferral / active EE | $648 | $3,744-82.7% | $3,204-79.8% | $5,352-87.9% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |