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 | $12,751 | $138,065-90.8% | $123,544-89.7% | $135,375-90.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.45% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,935 | $5,151-62.4% | $4,628-58.2% | $4,779-59.5% |
| Participant deferral / active EE | $4,310 | $6,799-36.6% | $6,426-32.9% | $5,609-23.2% |
| Admin fee / account holder | $43 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |