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 | $13,790 | $138,065-90.0% | $123,544-88.8% | $135,375-89.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.71% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,122 | $5,151-78.2% | $4,628-75.8% | $4,779-76.5% |
| Participant deferral / active EE | $2,928 | $6,799-56.9% | $6,426-54.4% | $5,609-47.8% |
| Admin fee / account holder | $266 | $10,916-97.6% | $9,284-97.1% | $10,827-97.5% |