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 | $11,968 | $131,829-90.9% | $108,579-89.0% | $273,961-95.6% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.6%+13.3pp | 83.0%+9.8pp |
| Annual return | 10.42% | -91.57%+102.0pp | -51.70%+62.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,819 | $4,912-63.0% | $3,758-51.6% | $4,869-62.6% |
| Participant deferral / active EE | $4,718 | $5,127-8.0% | $4,311+9.4% | $5,287-10.8% |
| Admin fee / account holder | $69 | $10,252-99.3% | $7,645-99.1% | $10,132-99.3% |