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 | $12,295 | $87,540-86.0% | $75,781-83.8% | $125,391-90.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.29% | 13.48%-14.8pp | 9.68%-11.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,541 | $3,930-60.8% | $3,323-53.6% | $4,866-68.3% |
| Participant deferral / active EE | $2,318 | $4,229-45.2% | $3,651-36.5% | $5,352-56.7% |
| Admin fee / account holder | $86 | $6,502-98.7% | $5,299-98.4% | $9,540-99.1% |