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 | $9,570 | $45,152-78.8% | $73,843-87.0% | $59,632-84.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.87% | 27.40%-26.5pp | 2267.84%-2267.0pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $566 | $1,902-70.2% | $2,787-79.7% | $2,203-74.3% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $283 | $3,516-92.0% | $4,880-94.2% | $4,297-93.4% |