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 | $6,389 | $76,000-91.6% | $154,107-95.9% | $64,186-90.0% |
| Participation rate | 82.8% | 70.4%+12.3pp | 83.0%-0.3pp | 69.6%+13.2pp |
| Annual return | -6.69% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,784 | $3,351-46.8% | $5,298-66.3% | $2,381-25.1% |
| Participant deferral / active EE | $1,663 | $3,175-47.6% | $5,081-67.3% | $3,470-52.1% |
| Admin fee / account holder | $135 | $5,596-97.6% | $13,411-99.0% | $4,888-97.2% |