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 7-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 | $16,292 | $167,307-90.3% | $143,757-88.7% | $134,475-87.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.45% | 0.46%-9.9pp | -0.04%-9.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $1,336 | $5,619-76.2% | $4,951-73.0% | $4,740-71.8% |
| Participant deferral / active EE | $6,019 | $6,446-6.6% | $5,637+6.8% | $6,400-6.0% |
| Admin fee / account holder | $98 | $18,088-99.5% | $14,673-99.3% | $11,426-99.1% |