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 | $20,306 | $71,883-71.8% | $86,677-76.6% | $68,494-70.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.48% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,441 | $2,173+12.3% | $2,836-13.9% | $2,596-6.0% |
| Participant deferral / active EE | $2,622 | $3,779-30.6% | $4,656-43.7% | $4,027-34.9% |
| Admin fee / account holder | $256 | $6,112-95.8% | $7,493-96.6% | $5,403-95.3% |