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 | $10,299 | $43,327-76.2% | $59,878-82.8% | $64,186-84.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.82% | -1.55%-2.3pp | 3.46%-7.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $920 | $2,546-63.9% | $3,402-73.0% | $3,470-73.5% |
| Admin fee / account holder | $179 | $3,005-94.1% | $3,590-95.0% | $4,888-96.3% |