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 | $18,050 | $81,900-78.0% | $119,609-84.9% | $68,494-73.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.12% | -23.82%+5.7pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,459 | $2,693+65.5% | $4,232+5.4% | $2,596+71.7% |
| Participant deferral / active EE | $2,766 | $4,148-33.3% | $5,602-50.6% | $4,027-31.3% |
| Admin fee / account holder | $143 | $6,582-97.8% | $10,323-98.6% | $5,403-97.3% |