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 9-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 | $13,665 | $99,032-86.2% | $80,019-82.9% | $135,375-89.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.68% | 15.39%-23.1pp | 11.22%-18.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,291 | $3,043-57.6% | $2,468-47.7% | $4,779-73.0% |
| Participant deferral / active EE | $3,162 | $4,282-26.2% | $3,686-14.2% | $5,609-43.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |