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 | $8,773 | $90,600-90.3% | $79,464-89.0% | $135,375-93.5% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -7.19% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,146 | $3,068-62.6% | $2,800-59.1% | $4,779-76.0% |
| Participant deferral / active EE | $1,344 | $4,050-66.8% | $3,704-63.7% | $5,609-76.0% |
| Admin fee / account holder | $50 | $5,907-99.2% | $5,113-99.0% | $10,827-99.5% |