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 6-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 | $10,075 | $105,860-90.5% | $90,749-88.9% | $134,475-92.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -10.35% | -11.01%+0.7pp | -12.16%+1.8pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,388 | $3,462-59.9% | $2,921-52.5% | $4,740-70.7% |
| Participant deferral / active EE | $3,212 | $5,216-38.4% | $4,564-29.6% | $6,400-49.8% |
| Admin fee / account holder | $45 | $13,938-99.7% | $8,445-99.5% | $11,426-99.6% |