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 | $16,376 | $100,754-83.7% | $86,677-81.1% | $134,475-87.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.00% | 29.04%-49.0pp | 35.91%-55.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,197 | $3,489-65.7% | $2,836-57.8% | $4,740-74.8% |
| Participant deferral / active EE | $4,251 | $5,338-20.4% | $4,656-8.7% | $6,400-33.6% |
| Admin fee / account holder | $9 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |