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 | $5,553 | $84,527-93.4% | $67,711-91.8% | $125,391-95.6% |
| Participation rate | 85.7% | 74.8%+10.9pp | 67.5%+18.2pp | 83.2%+2.5pp |
| Annual return | -3.26% | 2.57%-5.8pp | 25.41%-28.7pp | 282.22%-285.5pp |
| Employer contribution / active EE | $1,124 | $3,292-65.8% | $2,559-56.1% | $4,866-76.9% |
| Participant deferral / active EE | $1,232 | $4,429-72.2% | $3,585-65.6% | $5,352-77.0% |
| Admin fee / account holder | $178 | $5,340-96.7% | $4,255-95.8% | $9,540-98.1% |