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 | $6,294 | $90,320-93.0% | $59,496-89.4% | $125,391-95.0% |
| Participation rate | 85.7% | 68.3%+17.4pp | 54.6%+31.2pp | 83.2%+2.5pp |
| Annual return | -3.51% | 369.13%-372.6pp | 182.05%-185.6pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,452 | $1,792-19.0% | $1,153+25.9% | $4,866-70.2% |
| Participant deferral / active EE | $2,269 | $2,716-16.4% | $1,829+24.1% | $5,352-57.6% |
| Admin fee / account holder | $105 | $3,063-96.6% | $2,232-95.3% | $9,540-98.9% |