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 10-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 | $19,954 | $127,100-84.3% | $105,738-81.1% | $135,375-85.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -4.81% | 4.49%-9.3pp | 6.27%-11.1pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,641 | $4,107-60.0% | $3,268-49.8% | $4,779-65.7% |
| Participant deferral / active EE | $1,771 | $5,064-65.0% | $4,080-56.6% | $5,609-68.4% |
| Admin fee / account holder | $193 | $9,087-97.9% | $6,913-97.2% | $10,827-98.2% |