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 10-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 | $12,591 | $142,344-91.2% | $119,609-89.5% | $134,475-90.6% |
| Participation rate | 90.5% | 82.8%+7.7pp | 79.3%+11.2pp | 81.2%+9.3pp |
| Annual return | -18.31% | -12.44%-5.9pp | -14.97%-3.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,314 | $5,222-55.7% | $4,232-45.3% | $4,740-51.2% |
| Participant deferral / active EE | $2,199 | $6,469-66.0% | $5,602-60.7% | $6,400-65.6% |
| Admin fee / account holder | $235 | $13,584-98.3% | $10,323-97.7% | $11,426-97.9% |