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 | $16,496 | $167,484-90.2% | $151,611-89.1% | $134,475-87.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -0.59% | 7.80%-8.4pp | 3.33%-3.9pp | 417.96%-418.6pp |
| Employer contribution / active EE | $3,237 | $6,829-52.6% | $6,166-47.5% | $4,740-31.7% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $32 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |