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 | $6,052 | $73,867-91.8% | $143,757-95.8% | $68,494-91.2% |
| Participation rate | 88.4% | 66.7%+21.7pp | 80.3%+8.1pp | 67.9%+20.5pp |
| Annual return | -6.95% | 1.01%-8.0pp | -0.04%-6.9pp | -7.84%+0.9pp |
| Employer contribution / active EE | $970 | $3,184-69.5% | $4,951-80.4% | $2,596-62.6% |
| Participant deferral / active EE | $2,212 | $3,384-34.6% | $5,637-60.8% | $4,027-45.1% |
| Admin fee / account holder | $194 | $5,755-96.6% | $14,673-98.7% | $5,403-96.4% |