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 | $13,226 | $127,386-89.6% | $115,037-88.5% | $125,391-89.5% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -2.01% | 31.28%-33.3pp | 26.14%-28.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,868 | $5,166-44.5% | $4,608-37.7% | $4,866-41.1% |
| Participant deferral / active EE | $6,126 | $6,423-4.6% | $6,026+1.7% | $5,352+14.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |