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 9-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 | $12,048 | $97,044-87.6% | $83,333-85.5% | $135,375-91.1% |
| Participation rate | 81.3% | 80.4%+0.8pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -2.65% | 12.31%-15.0pp | 10.63%-13.3pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,781 | $4,143-57.0% | $3,379-47.3% | $4,779-62.7% |
| Participant deferral / active EE | $4,513 | $5,964-24.3% | $5,565-18.9% | $5,609-19.5% |
| Admin fee / account holder | $292 | $8,380-96.5% | $7,510-96.1% | $10,827-97.3% |