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 | $10,431 | $87,540-88.1% | $75,781-86.2% | $125,391-91.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.50% | 13.48%-16.0pp | 9.68%-12.2pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,126 | $3,930-71.3% | $3,323-66.1% | $4,866-76.9% |
| Participant deferral / active EE | $2,494 | $4,229-41.0% | $3,651-31.7% | $5,352-53.4% |
| Admin fee / account holder | $12 | $6,502-99.8% | $5,299-99.8% | $9,540-99.9% |