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 | $13,776 | $78,694-82.5% | $67,652-79.6% | $125,391-89.0% |
| Participation rate | 84.6% | 78.8%+5.8pp | 75.7%+9.0pp | 83.2%+1.4pp |
| Annual return | 0.59% | 9.46%-8.9pp | 6625.04%-6624.4pp | 282.22%-281.6pp |
| Employer contribution / active EE | $2,057 | $3,044-32.4% | $2,266-9.2% | $4,866-57.7% |
| Participant deferral / active EE | $2,793 | $4,292-34.9% | $3,560-21.5% | $5,352-47.8% |
| Admin fee / account holder | $4 | $7,403-99.9% | $4,821-99.9% | $9,540-100.0% |