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 | $22,912 | $67,411-66.0% | $91,001-74.8% | $70,131-67.3% |
| Participation rate | 90.6% | 71.4%+19.3pp | 75.6%+15.0pp | 69.5%+21.1pp |
| Annual return | 17.13% | -40.16%+57.3pp | 4.60%+12.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,658 | $2,823-41.3% | $3,547-53.3% | $3,332-50.2% |
| Admin fee / account holder | $154 | $4,236-96.4% | $5,417-97.2% | $4,645-96.7% |