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 9-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 | $23,495 | $147,167-84.0% | $111,392-78.9% | $135,375-82.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 78.9%+1.1pp | 82.6%-2.6pp |
| Annual return | -7.82% | -4.44%-3.4pp | -2.06%-5.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,250 | $5,204-56.8% | $4,328-48.0% | $4,779-52.9% |
| Participant deferral / active EE | $3,704 | $6,565-43.6% | $5,567-33.5% | $5,609-34.0% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |