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 | $16,363 | $140,578-88.4% | $100,671-83.7% | $125,391-87.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.32% | 24.67%-25.0pp | 20.43%-20.8pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,472 | $5,965-75.3% | $4,012-63.3% | $4,866-69.7% |
| Participant deferral / active EE | $2,925 | $3,981-26.5% | $3,144-7.0% | $5,352-45.4% |
| Admin fee / account holder | $43 | $6,716-99.4% | $4,850-99.1% | $9,540-99.5% |