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 | $6,260 | $135,635-95.4% | $110,238-94.3% | $135,375-95.4% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -7.25% | 513.19%-520.4pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,039 | $4,906-58.4% | $3,826-46.7% | $4,779-57.3% |
| Participant deferral / active EE | $1,934 | $5,506-64.9% | $4,672-58.6% | $5,609-65.5% |
| Admin fee / account holder | $56 | $11,457-99.5% | $8,547-99.3% | $10,827-99.5% |