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 | $11,701 | $167,484-93.0% | $151,611-92.3% | $134,475-91.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.10% | 7.80%-20.9pp | 3.33%-16.4pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,453 | $6,829-49.4% | $6,166-44.0% | $4,740-27.1% |
| Participant deferral / active EE | $5,968 | $8,986-33.6% | $8,363-28.6% | $6,400-6.7% |
| Admin fee / account holder | $215 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |