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 | $14,369 | $127,386-88.7% | $115,037-87.5% | $125,391-88.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.64% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,180 | $5,166-77.2% | $4,608-74.4% | $4,866-75.7% |
| Participant deferral / active EE | $3,635 | $6,423-43.4% | $6,026-39.7% | $5,352-32.1% |
| Admin fee / account holder | $89 | $9,516-99.1% | $8,175-98.9% | $9,540-99.1% |