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 | $6,618 | $69,518-90.5% | $59,878-88.9% | $135,375-95.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -6.03% | 7.94%-14.0pp | 3.46%-9.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,123 | $3,235-65.3% | $2,722-58.7% | $4,779-76.5% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $73 | $5,734-98.7% | $3,590-98.0% | $10,827-99.3% |