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 6-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 | $9,787 | $133,958-92.7% | $112,228-91.3% | $134,475-92.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.67% | 47.11%-66.8pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $957 | $4,038-76.3% | $3,635-73.7% | $4,740-79.8% |
| Participant deferral / active EE | $3,088 | $5,291-41.6% | $4,728-34.7% | $6,400-51.8% |
| Admin fee / account holder | $55 | $7,489-99.3% | $6,410-99.1% | $11,426-99.5% |