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 | $17,655 | $138,065-87.2% | $123,544-85.7% | $135,375-87.0% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | 1.25% | 153.68%-152.4pp | 119.20%-117.9pp | 519.73%-518.5pp |
| Employer contribution / active EE | $2,112 | $5,151-59.0% | $4,628-54.4% | $4,779-55.8% |
| Participant deferral / active EE | $4,863 | $6,799-28.5% | $6,426-24.3% | $5,609-13.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |