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 8-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 | $13,975 | $167,307-91.6% | $143,757-90.3% | $134,475-89.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.70% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,270 | $5,619-59.6% | $4,951-54.1% | $4,740-52.1% |
| Participant deferral / active EE | $2,710 | $6,446-58.0% | $5,637-51.9% | $6,400-57.6% |
| Admin fee / account holder | $230 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |