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 | $16,066 | $73,004-78.0% | $90,749-82.3% | $68,494-76.5% |
| Participation rate | 88.5% | 70.8%+17.6pp | 75.7%+12.8pp | 67.9%+20.6pp |
| Annual return | -18.10% | -13.81%-4.3pp | -12.16%-5.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,672 | $2,193-23.7% | $2,921-42.7% | $2,596-35.6% |
| Participant deferral / active EE | $3,271 | $3,627-9.8% | $4,564-28.3% | $4,027-18.8% |
| Admin fee / account holder | $93 | $5,896-98.4% | $8,445-98.9% | $5,403-98.3% |