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 7-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 | $14,807 | $105,860-86.0% | $90,749-83.7% | $134,475-89.0% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -19.27% | -11.01%-8.3pp | -12.16%-7.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $979 | $3,462-71.7% | $2,921-66.5% | $4,740-79.3% |
| Participant deferral / active EE | $2,560 | $5,216-50.9% | $4,564-43.9% | $6,400-60.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |