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 4-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 | $10,659 | $59,805-82.2% | $79,550-86.6% | $68,494-84.4% |
| Participation rate | 74.2% | 61.1%+13.1pp | 69.5%+4.7pp | 67.9%+6.3pp |
| Annual return | -1.46% | -12.30%+10.8pp | 0.16%-1.6pp | -7.84%+6.4pp |
| Employer contribution / active EE | $1,955 | $1,505+29.9% | $2,413-19.0% | $2,596-24.7% |
| Participant deferral / active EE | $3,439 | $3,024+13.7% | $3,985-13.7% | $4,027-14.6% |
| Admin fee / account holder | $128 | $4,835-97.4% | $6,832-98.1% | $5,403-97.6% |