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 | $10,074 | $158,817-93.7% | $121,196-91.7% | $135,375-92.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.7%+14.0pp | 82.6%+3.1pp |
| Annual return | -5.57% | -0.64%-4.9pp | 16.93%-22.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $59 | $5,665-99.0% | $4,022-98.5% | $4,779-98.8% |
| Participant deferral / active EE | $352 | $4,005-91.2% | $3,344-89.5% | $5,609-93.7% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |