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 5-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 | $13,750 | $82,664-83.4% | $125,339-89.0% | $68,494-79.9% |
| Participation rate | 89.6% | 75.0%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -6.46% | -5.97%-0.5pp | 572.05%-578.5pp | -7.84%+1.4pp |
| Employer contribution / active EE | $5,857 | $3,381+73.2% | $4,814+21.7% | $2,596+125.6% |
| Participant deferral / active EE | $5,634 | $6,110-7.8% | $7,446-24.3% | $4,027+39.9% |
| Admin fee / account holder | $170 | $6,275-97.3% | $10,010-98.3% | $5,403-96.9% |