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 | $9,152 | $142,344-93.6% | $119,609-92.3% | $134,475-93.2% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -19.96% | -12.44%-7.5pp | -14.97%-5.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,784 | $5,222-65.8% | $4,232-57.8% | $4,740-62.4% |
| Participant deferral / active EE | $3,939 | $6,469-39.1% | $5,602-29.7% | $6,400-38.4% |
| Admin fee / account holder | $88 | $13,584-99.4% | $10,323-99.2% | $11,426-99.2% |