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 | $10,627 | $100,754-89.5% | $86,677-87.7% | $134,475-92.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.97% | 29.04%-39.0pp | 35.91%-45.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,128 | $3,489-67.7% | $2,836-60.2% | $4,740-76.2% |
| Participant deferral / active EE | $1,924 | $5,338-63.9% | $4,656-58.7% | $6,400-69.9% |
| Admin fee / account holder | $299 | $10,926-97.3% | $7,493-96.0% | $11,426-97.4% |