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 | $19,795 | $110,094-82.0% | $151,611-86.9% | $68,494-71.1% |
| Participation rate | 92.5% | 84.0%+8.5pp | 87.5%+5.0pp | 67.9%+24.6pp |
| Annual return | -8.00% | -10.12%+2.1pp | 3.33%-11.3pp | -7.84%-0.2pp |
| Employer contribution / active EE | $2,087 | $4,471-53.3% | $6,166-66.2% | $2,596-19.6% |
| Participant deferral / active EE | $6,779 | $6,527+3.9% | $8,363-18.9% | $4,027+68.3% |
| Admin fee / account holder | $11 | $7,719-99.9% | $11,616-99.9% | $5,403-99.8% |