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 | $18,669 | $127,100-85.3% | $105,738-82.3% | $135,375-86.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -1.39% | 4.49%-5.9pp | 6.27%-7.7pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,331 | $4,107-67.6% | $3,268-59.3% | $4,779-72.1% |
| Participant deferral / active EE | $3,326 | $5,064-34.3% | $4,080-18.5% | $5,609-40.7% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,827-99.9% |