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 | $15,399 | $71,883-78.6% | $86,677-82.2% | $68,494-77.5% |
| Participation rate | 73.5% | 72.2%+1.3pp | 76.6%-3.0pp | 67.9%+5.6pp |
| Annual return | -17.76% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,140 | $2,173-47.5% | $2,836-59.8% | $2,596-56.1% |
| Participant deferral / active EE | $1,867 | $3,779-50.6% | $4,656-59.9% | $4,027-53.6% |
| Admin fee / account holder | $3 | $6,112-99.9% | $7,493-100.0% | $5,403-99.9% |