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 | $6,478 | $44,850-85.6% | $60,547-89.3% | $59,632-89.1% |
| Participation rate | 75.0% | 59.5%+15.5pp | 68.0%+7.0pp | 68.7%+6.3pp |
| Annual return | -0.72% | 1074.14%-1074.9pp | 335.64%-336.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,243 | $1,462-15.0% | $2,419-48.6% | $2,203-43.6% |
| Participant deferral / active EE | $1,482 | $2,230-33.5% | $3,328-55.5% | $3,192-53.6% |
| Admin fee / account holder | $2 | $3,635-99.9% | $4,536-99.9% | $4,297-99.9% |