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 | $9,105 | $95,193-90.4% | $76,523-88.1% | $135,375-93.3% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -7.11% | 4.85%-12.0pp | -0.27%-6.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,552 | $3,302-53.0% | $2,647-41.4% | $4,779-67.5% |
| Participant deferral / active EE | $1,895 | $4,639-59.2% | $3,835-50.6% | $5,609-66.2% |
| Admin fee / account holder | $71 | $6,249-98.9% | $4,848-98.5% | $10,827-99.3% |