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 | $16,801 | $83,908-80.0% | $68,509-75.5% | $125,391-86.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.13% | 14.48%-15.6pp | 8.27%-9.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,897 | $3,031-4.4% | $2,278+27.2% | $4,866-40.5% |
| Participant deferral / active EE | $10,408 | $4,125+152.3% | $3,382+207.7% | $5,352+94.5% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |