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 | $9,862 | $95,971-89.7% | $74,550-86.8% | $135,375-92.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -1.44% | 56.96%-58.4pp | 32.53%-34.0pp | 519.73%-521.2pp |
| Employer contribution / active EE | $788 | $2,716-71.0% | $1,961-59.8% | $4,779-83.5% |
| Participant deferral / active EE | $1,742 | $3,843-54.7% | $3,108-44.0% | $5,609-68.9% |
| Admin fee / account holder | $228 | $6,522-96.5% | $5,060-95.5% | $10,827-97.9% |