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 | $12,766 | $97,757-86.9% | $83,848-84.8% | $135,375-90.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.34% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,676 | $4,222-60.3% | $3,631-53.8% | $4,779-64.9% |
| Participant deferral / active EE | $3,296 | $4,682-29.6% | $4,082-19.2% | $5,609-41.2% |
| Admin fee / account holder | $73 | $6,674-98.9% | $5,478-98.7% | $10,827-99.3% |