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 | $8,729 | $135,635-93.6% | $110,238-92.1% | $135,375-93.6% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -8.54% | 513.19%-521.7pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,394 | $4,906-71.6% | $3,826-63.6% | $4,779-70.8% |
| Participant deferral / active EE | $2,464 | $5,506-55.3% | $4,672-47.3% | $5,609-56.1% |
| Admin fee / account holder | $53 | $11,457-99.5% | $8,547-99.4% | $10,827-99.5% |