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 | $17,456 | $140,588-87.6% | $123,104-85.8% | $125,391-86.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.43% | 16.80%-17.2pp | 13.22%-13.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $4,148 | $6,041-31.3% | $5,151-19.5% | $4,866-14.8% |
| Participant deferral / active EE | $9,197 | $6,980+31.8% | $6,230+47.6% | $5,352+71.9% |
| Admin fee / account holder | $29 | $11,198-99.7% | $9,015-99.7% | $9,540-99.7% |