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 | $20,682 | $127,100-83.7% | $105,738-80.4% | $135,375-84.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -5.72% | 4.49%-10.2pp | 6.27%-12.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $6,124 | $4,107+49.1% | $3,268+87.4% | $4,779+28.2% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $164 | $9,087-98.2% | $6,913-97.6% | $10,827-98.5% |