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 4-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 | $7,252 | $167,484-95.7% | $151,611-95.2% | $134,475-94.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -14.61% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,258 | $6,829-66.9% | $6,166-63.4% | $4,740-52.4% |
| Participant deferral / active EE | $4,475 | $8,986-50.2% | $8,363-46.5% | $6,400-30.1% |
| Admin fee / account holder | $19 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |