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 | $11,839 | $76,000-84.4% | $154,107-92.3% | $64,186-81.6% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -6.25% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $468 | $3,351-86.0% | $5,298-91.2% | $2,381-80.3% |
| Participant deferral / active EE | $1,403 | $3,175-55.8% | $5,081-72.4% | $3,470-59.6% |
| Admin fee / account holder | $42 | $5,596-99.2% | $13,411-99.7% | $4,888-99.1% |