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 | $12,562 | $131,829-90.5% | $108,579-88.4% | $273,961-95.4% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,734 | $4,912-24.0% | $3,758-0.7% | $4,869-23.3% |
| Participant deferral / active EE | $5,227 | $5,127+2.0% | $4,311+21.3% | $5,287-1.1% |
| Admin fee / account holder | $23 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |