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 | $8,996 | $76,000-88.2% | $154,107-94.2% | $64,186-86.0% |
| Participation rate | 97.1% | 70.4%+26.6pp | 83.0%+14.0pp | 69.6%+27.5pp |
| Annual return | -3.78% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,425 | $3,351-57.5% | $5,298-73.1% | $2,381-40.1% |
| Participant deferral / active EE | $1,501 | $3,175-52.7% | $5,081-70.5% | $3,470-56.7% |
| Admin fee / account holder | $230 | $5,596-95.9% | $13,411-98.3% | $4,888-95.3% |