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 | $8,256 | $95,862-91.4% | $79,550-89.6% | $134,475-93.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -18.78% | -2.69%-16.1pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $744 | $3,128-76.2% | $2,413-69.2% | $4,740-84.3% |
| Participant deferral / active EE | $1,499 | $4,693-68.1% | $3,985-62.4% | $6,400-76.6% |
| Admin fee / account holder | $31 | $9,126-99.7% | $6,832-99.5% | $11,426-99.7% |