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 | $16,097 | $167,307-90.4% | $143,757-88.8% | $134,475-88.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.02% | 0.46%-8.5pp | -0.04%-8.0pp | 417.96%-426.0pp |
| Employer contribution / active EE | $2,725 | $5,619-51.5% | $4,951-45.0% | $4,740-42.5% |
| Participant deferral / active EE | $8,870 | $6,446+37.6% | $5,637+57.4% | $6,400+38.6% |
| Admin fee / account holder | $122 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |