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 | $19,556 | $211,958-90.8% | $169,463-88.5% | $135,375-85.6% |
| Participation rate | 70.6% | 82.6%-12.0pp | 77.8%-7.2pp | 82.6%-12.1pp |
| Annual return | -6.72% | 3.26%-10.0pp | 1.83%-8.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,538 | $5,120-70.0% | $4,159-63.0% | $4,779-67.8% |
| Participant deferral / active EE | $3,551 | $6,075-41.5% | $5,277-32.7% | $5,609-36.7% |
| Admin fee / account holder | $243 | $11,471-97.9% | $9,109-97.3% | $10,827-97.8% |