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 | $10,126 | $87,540-88.4% | $75,781-86.6% | $125,391-91.9% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -1.93% | 13.48%-15.4pp | 9.68%-11.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $3,049 | $3,930-22.4% | $3,323-8.3% | $4,866-37.3% |
| Participant deferral / active EE | $4,608 | $4,229+8.9% | $3,651+26.2% | $5,352-13.9% |
| Admin fee / account holder | $277 | $6,502-95.7% | $5,299-94.8% | $9,540-97.1% |