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 | $11,198 | $71,883-84.4% | $86,677-87.1% | $68,494-83.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.67% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,648 | $2,173-24.1% | $2,836-41.9% | $2,596-36.5% |
| Participant deferral / active EE | $1,816 | $3,779-51.9% | $4,656-61.0% | $4,027-54.9% |
| Admin fee / account holder | $102 | $6,112-98.3% | $7,493-98.6% | $5,403-98.1% |