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 5-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 | $12,527 | $167,307-92.5% | $143,757-91.3% | $134,475-90.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.11% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,981 | $5,619-64.7% | $4,951-60.0% | $4,740-58.2% |
| Participant deferral / active EE | $5,982 | $6,446-7.2% | $5,637+6.1% | $6,400-6.5% |
| Admin fee / account holder | $243 | $18,088-98.7% | $14,673-98.3% | $11,426-97.9% |