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 | $19,717 | $127,386-84.5% | $115,037-82.9% | $125,391-84.3% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -2.40% | 31.28%-33.7pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,246 | $5,166-75.9% | $4,608-73.0% | $4,866-74.4% |
| Participant deferral / active EE | $1,967 | $6,423-69.4% | $6,026-67.4% | $5,352-63.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |