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 | $17,988 | $127,100-85.8% | $105,738-83.0% | $135,375-86.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.42% | 4.49%-9.9pp | 6.27%-11.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,148 | $4,107-72.0% | $3,268-64.9% | $4,779-76.0% |
| Participant deferral / active EE | $1,351 | $5,064-73.3% | $4,080-66.9% | $5,609-75.9% |
| Admin fee / account holder | $248 | $9,087-97.3% | $6,913-96.4% | $10,827-97.7% |