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 6-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 | $10,255 | $53,162-80.7% | $91,220-88.8% | $68,494-85.0% |
| Participation rate | 80.4% | 63.2%+17.2pp | 73.2%+7.2pp | 67.9%+12.5pp |
| Annual return | -4.89% | -3.14%-1.8pp | 114.01%-118.9pp | -7.84%+3.0pp |
| Employer contribution / active EE | $3,397 | $1,709+98.7% | $2,850+19.2% | $2,596+30.8% |
| Participant deferral / active EE | $1,631 | $2,974-45.1% | $4,234-61.5% | $4,027-59.5% |
| Admin fee / account holder | $180 | $4,493-96.0% | $5,420-96.7% | $5,403-96.7% |