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 | $22,513 | $81,900-72.5% | $119,609-81.2% | $68,494-67.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 0.81% | -23.82%+24.6pp | -14.97%+15.8pp | -7.84%+8.7pp |
| Employer contribution / active EE | $5,308 | $2,693+97.1% | $4,232+25.4% | $2,596+104.4% |
| Participant deferral / active EE | $2,129 | $4,148-48.7% | $5,602-62.0% | $4,027-47.1% |
| Admin fee / account holder | $24 | $6,582-99.6% | $10,323-99.8% | $5,403-99.5% |