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 | $13,336 | $142,344-90.6% | $119,609-88.9% | $134,475-90.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -19.15% | -12.44%-6.7pp | -14.97%-4.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,090 | $5,222-79.1% | $4,232-74.2% | $4,740-77.0% |
| Participant deferral / active EE | $2,163 | $6,469-66.6% | $5,602-61.4% | $6,400-66.2% |
| Admin fee / account holder | $137 | $13,584-99.0% | $10,323-98.7% | $11,426-98.8% |