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 | $15,278 | $95,971-84.1% | $74,550-79.5% | $135,375-88.7% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -9.04% | 56.96%-66.0pp | 32.53%-41.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,020 | $2,716-25.6% | $1,961+3.0% | $4,779-57.7% |
| Participant deferral / active EE | $1,338 | $3,843-65.2% | $3,108-56.9% | $5,609-76.1% |
| Admin fee / account holder | $44 | $6,522-99.3% | $5,060-99.1% | $10,827-99.6% |