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 | $16,275 | $57,354-71.6% | $83,848-80.6% | $64,186-74.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.54% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,306 | $2,545+69.2% | $3,631+18.6% | $2,381+80.9% |
| Participant deferral / active EE | $2,825 | $2,993-5.6% | $4,082-30.8% | $3,470-18.6% |
| Admin fee / account holder | $21 | $4,046-99.5% | $5,478-99.6% | $4,888-99.6% |