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 7-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 | $7,999 | $106,543-92.5% | $91,220-91.2% | $134,475-94.1% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -19.94% | 160.60%-180.5pp | 114.01%-133.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,260 | $3,331-62.2% | $2,850-55.8% | $4,740-73.4% |
| Participant deferral / active EE | $1,990 | $4,719-57.8% | $4,234-53.0% | $6,400-68.9% |
| Admin fee / account holder | $134 | $6,231-97.9% | $5,420-97.5% | $11,426-98.8% |