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 9-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 | $16,167 | $59,805-73.0% | $79,550-79.7% | $68,494-76.4% |
| Participation rate | 86.4% | 61.1%+25.3pp | 69.5%+16.9pp | 67.9%+18.5pp |
| Annual return | -16.15% | -12.30%-3.8pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,615 | $1,505+7.3% | $2,413-33.1% | $2,596-37.8% |
| Participant deferral / active EE | $3,491 | $3,024+15.4% | $3,985-12.4% | $4,027-13.3% |
| Admin fee / account holder | $55 | $4,835-98.9% | $6,832-99.2% | $5,403-99.0% |