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 | $6,544 | $211,958-96.9% | $169,463-96.1% | $135,375-95.2% |
| Participation rate | 94.1% | 82.6%+11.5pp | 77.8%+16.3pp | 82.6%+11.5pp |
| Annual return | -3.19% | 3.26%-6.5pp | 1.83%-5.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,375 | $5,120-53.6% | $4,159-42.9% | $4,779-50.3% |
| Participant deferral / active EE | $2,753 | $6,075-54.7% | $5,277-47.8% | $5,609-50.9% |
| Admin fee / account holder | $216 | $11,471-98.1% | $9,109-97.6% | $10,827-98.0% |