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 | $15,373 | $211,958-92.7% | $169,463-90.9% | $135,375-88.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -8.14% | 3.26%-11.4pp | 1.83%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $6,294 | $5,120+22.9% | $4,159+51.3% | $4,779+31.7% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $80 | $11,471-99.3% | $9,109-99.1% | $10,827-99.3% |