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 | $20,734 | $135,635-84.7% | $110,238-81.2% | $135,375-84.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.34% | 513.19%-521.5pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,257 | $4,906-33.6% | $3,826-14.9% | $4,779-31.8% |
| Participant deferral / active EE | $8,167 | $5,506+48.3% | $4,672+74.8% | $5,609+45.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |