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 | $10,286 | $167,307-93.9% | $143,757-92.8% | $134,475-92.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.44% | 0.46%-4.9pp | -0.04%-4.4pp | 417.96%-422.4pp |
| Employer contribution / active EE | $3,637 | $5,619-35.3% | $4,951-26.5% | $4,740-23.3% |
| Participant deferral / active EE | $4,208 | $6,446-34.7% | $5,637-25.4% | $6,400-34.3% |
| Admin fee / account holder | $90 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |