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 | $12,555 | $78,694-84.0% | $67,652-81.4% | $125,391-90.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.82% | 9.46%-12.3pp | 6625.04%-6627.9pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,050 | $3,044-32.6% | $2,266-9.5% | $4,866-57.9% |
| Participant deferral / active EE | $2,601 | $4,292-39.4% | $3,560-26.9% | $5,352-51.4% |
| Admin fee / account holder | $109 | $7,403-98.5% | $4,821-97.7% | $9,540-98.9% |