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 6-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 | $8,818 | $54,229-83.7% | $70,092-87.4% | $68,494-87.1% |
| Participation rate | 71.4% | 64.5%+6.9pp | 70.5%+1.0pp | 67.9%+3.5pp |
| Annual return | -18.31% | -13.87%-4.4pp | 190.73%-209.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,500 | $2,018-25.7% | $2,559-41.4% | $2,596-42.2% |
| Participant deferral / active EE | $3,020 | $2,956+2.2% | $3,849-21.5% | $4,027-25.0% |
| Admin fee / account holder | $292 | $4,694-93.8% | $6,267-95.3% | $5,403-94.6% |