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 | $16,894 | $211,958-92.0% | $169,463-90.0% | $135,375-87.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.24% | 3.26%-10.5pp | 1.83%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $4,833 | $5,120-5.6% | $4,159+16.2% | $4,779+1.1% |
| Participant deferral / active EE | $5,303 | $6,075-12.7% | $5,277+0.5% | $5,609-5.5% |
| Admin fee / account holder | $151 | $11,471-98.7% | $9,109-98.3% | $10,827-98.6% |