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 6-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 | $15,733 | $100,754-84.4% | $86,677-81.8% | $134,475-88.3% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -13.32% | 29.04%-42.4pp | 35.91%-49.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,716 | $3,489-50.8% | $2,836-39.5% | $4,740-63.8% |
| Participant deferral / active EE | $5,041 | $5,338-5.6% | $4,656+8.3% | $6,400-21.2% |
| Admin fee / account holder | $108 | $10,926-99.0% | $7,493-98.6% | $11,426-99.1% |