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 | $6,312 | $73,867-91.5% | $143,757-95.6% | $68,494-90.8% |
| Participation rate | 80.3% | 66.7%+13.6pp | 80.3%0pp | 67.9%+12.4pp |
| Annual return | -16.98% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $753 | $3,184-76.4% | $4,951-84.8% | $2,596-71.0% |
| Participant deferral / active EE | $1,212 | $3,384-64.2% | $5,637-78.5% | $4,027-69.9% |
| Admin fee / account holder | $288 | $5,755-95.0% | $14,673-98.0% | $5,403-94.7% |