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 | $23,814 | $81,900-70.9% | $119,609-80.1% | $68,494-65.2% |
| Participation rate | 97.6% | 71.9%+25.7pp | 79.3%+18.3pp | 67.9%+29.7pp |
| Annual return | -17.76% | -23.82%+6.1pp | -14.97%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,192 | $2,693+92.8% | $4,232+22.7% | $2,596+100.0% |
| Participant deferral / active EE | $2,139 | $4,148-48.4% | $5,602-61.8% | $4,027-46.9% |
| Admin fee / account holder | $237 | $6,582-96.4% | $10,323-97.7% | $5,403-95.6% |