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 | $12,205 | $197,825-93.8% | $155,790-92.2% | $125,391-90.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 76.1%+14.8pp | 83.2%+7.7pp |
| Annual return | -3.09% | 86.74%-89.8pp | 71.54%-74.6pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,759 | $4,847-63.7% | $3,836-54.2% | $4,866-63.9% |
| Participant deferral / active EE | $6,119 | $5,630+8.7% | $4,797+27.6% | $5,352+14.3% |
| Admin fee / account holder | $40 | $9,545-99.6% | $7,478-99.5% | $9,540-99.6% |