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 | $13,333 | $75,828-82.4% | $147,614-91.0% | $59,632-77.6% |
| Participation rate | 76.2% | 71.6%+4.6pp | 84.6%-8.4pp | 68.7%+7.5pp |
| Annual return | -0.04% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,296 | $3,485-62.8% | $5,564-76.7% | $2,203-41.1% |
| Participant deferral / active EE | $2,400 | $3,130-23.3% | $4,895-51.0% | $3,192-24.8% |
| Admin fee / account holder | $75 | $5,985-98.7% | $11,611-99.4% | $4,297-98.3% |