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 8-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 | $8,341 | $100,754-91.7% | $86,677-90.4% | $134,475-93.8% |
| Participation rate | 86.7% | 78.9%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -18.03% | 29.04%-47.1pp | 35.91%-53.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,364 | $3,489-60.9% | $2,836-51.9% | $4,740-71.2% |
| Participant deferral / active EE | $1,868 | $5,338-65.0% | $4,656-59.9% | $6,400-70.8% |
| Admin fee / account holder | $19 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |