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 | $4,731 | $211,958-97.8% | $169,463-97.2% | $135,375-96.5% |
| Participation rate | 73.7% | 82.6%-8.9pp | 77.8%-4.1pp | 82.6%-9.0pp |
| Annual return | -5.84% | 3.26%-9.1pp | 1.83%-7.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $692 | $5,120-86.5% | $4,159-83.4% | $4,779-85.5% |
| Participant deferral / active EE | $1,223 | $6,075-79.9% | $5,277-76.8% | $5,609-78.2% |
| Admin fee / account holder | $106 | $11,471-99.1% | $9,109-98.8% | $10,827-99.0% |