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 9-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 | $18,889 | $77,813-75.7% | $123,544-84.7% | $64,186-70.6% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.0pp |
| Annual return | -8.06% | 12.48%-20.5pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,651 | $3,014+21.1% | $4,628-21.1% | $2,381+53.3% |
| Participant deferral / active EE | $7,063 | $5,240+34.8% | $6,426+9.9% | $3,470+103.6% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |