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 | $15,028 | $158,817-90.5% | $121,196-87.6% | $135,375-88.9% |
| Participation rate | 70.6% | 79.3%-8.7pp | 71.7%-1.2pp | 82.6%-12.1pp |
| Annual return | 12.12% | -0.64%+12.8pp | 16.93%-4.8pp | 519.73%-507.6pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,665 | $4,005-58.4% | $3,344-50.2% | $5,609-70.3% |
| Admin fee / account holder | $10 | $6,512-99.8% | $5,019-99.8% | $10,827-99.9% |