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 | $23,969 | $72,404-66.9% | $110,238-78.3% | $64,186-62.7% |
| Participation rate | 95.8% | 73.3%+22.4pp | 79.8%+16.0pp | 69.6%+26.2pp |
| Annual return | -3.94% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,331 | $2,282+2.2% | $3,826-39.1% | $2,381-2.1% |
| Participant deferral / active EE | $3,662 | $3,469+5.6% | $4,672-21.6% | $3,470+5.5% |
| Admin fee / account holder | $33 | $5,664-99.4% | $8,547-99.6% | $4,888-99.3% |