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 | $13,089 | $167,307-92.2% | $143,757-90.9% | $134,475-90.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.04% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,620 | $5,619-71.2% | $4,951-67.3% | $4,740-65.8% |
| Participant deferral / active EE | $5,060 | $6,446-21.5% | $5,637-10.2% | $6,400-20.9% |
| Admin fee / account holder | $14 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |