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 10-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 | $25,694 | $180,449-85.8% | $154,107-83.3% | $135,375-81.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.76% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,950 | $6,035-67.7% | $5,298-63.2% | $4,779-59.2% |
| Participant deferral / active EE | $4,308 | $5,806-25.8% | $5,081-15.2% | $5,609-23.2% |
| Admin fee / account holder | $22 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |