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 | $22,002 | $167,484-86.9% | $151,611-85.5% | $134,475-83.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.54% | 7.80%-22.3pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,189 | $6,829-53.3% | $6,166-48.3% | $4,740-32.7% |
| Participant deferral / active EE | $6,428 | $8,986-28.5% | $8,363-23.1% | $6,400+0.4% |
| Admin fee / account holder | $4 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |