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 | $15,494 | $167,484-90.7% | $151,611-89.8% | $134,475-88.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -12.17% | 7.80%-20.0pp | 3.33%-15.5pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,547 | $6,829-77.4% | $6,166-74.9% | $4,740-67.4% |
| Participant deferral / active EE | $3,374 | $8,986-62.5% | $8,363-59.7% | $6,400-47.3% |
| Admin fee / account holder | $214 | $13,783-98.4% | $11,616-98.2% | $11,426-98.1% |