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 | $18,398 | $77,813-76.4% | $123,544-85.1% | $64,186-71.3% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -7.34% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,802 | $3,014-7.0% | $4,628-39.5% | $2,381+17.7% |
| Participant deferral / active EE | $3,900 | $5,240-25.6% | $6,426-39.3% | $3,470+12.4% |
| Admin fee / account holder | $248 | $5,519-95.5% | $9,284-97.3% | $4,888-94.9% |