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 | $14,326 | $138,044-89.6% | $125,339-88.6% | $134,475-89.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.07% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,259 | $5,243-56.9% | $4,814-53.1% | $4,740-52.3% |
| Participant deferral / active EE | $4,215 | $7,799-45.9% | $7,446-43.4% | $6,400-34.1% |
| Admin fee / account holder | $202 | $11,571-98.3% | $10,010-98.0% | $11,426-98.2% |