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 | $16,708 | $95,971-82.6% | $74,550-77.6% | $135,375-87.7% |
| Participation rate | 95.7% | 75.7%+20.0pp | 69.1%+26.5pp | 82.6%+13.0pp |
| Annual return | -8.82% | 56.96%-65.8pp | 32.53%-41.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,917 | $2,716-29.4% | $1,961-2.2% | $4,779-59.9% |
| Participant deferral / active EE | $5,187 | $3,843+35.0% | $3,108+66.9% | $5,609-7.5% |
| Admin fee / account holder | $66 | $6,522-99.0% | $5,060-98.7% | $10,827-99.4% |