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 | $11,084 | $211,958-94.8% | $169,463-93.5% | $135,375-91.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.49% | 3.26%-7.8pp | 1.83%-6.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $969 | $5,120-81.1% | $4,159-76.7% | $4,779-79.7% |
| Participant deferral / active EE | $2,769 | $6,075-54.4% | $5,277-47.5% | $5,609-50.6% |
| Admin fee / account holder | $147 | $11,471-98.7% | $9,109-98.4% | $10,827-98.6% |