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 | $19,878 | $211,958-90.6% | $169,463-88.3% | $135,375-85.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.51% | 3.26%-11.8pp | 1.83%-10.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,669 | $5,120-28.3% | $4,159-11.8% | $4,779-23.2% |
| Participant deferral / active EE | $2,739 | $6,075-54.9% | $5,277-48.1% | $5,609-51.2% |
| Admin fee / account holder | $266 | $11,471-97.7% | $9,109-97.1% | $10,827-97.5% |