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 | $13,407 | $95,971-86.0% | $74,550-82.0% | $135,375-90.1% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -9.12% | 56.96%-66.1pp | 32.53%-41.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,530 | $2,716-6.8% | $1,961+29.0% | $4,779-47.1% |
| Participant deferral / active EE | $6,424 | $3,843+67.1% | $3,108+106.7% | $5,609+14.5% |
| Admin fee / account holder | $41 | $6,522-99.4% | $5,060-99.2% | $10,827-99.6% |