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 | $21,178 | $160,055-86.8% | $140,016-84.9% | $135,375-84.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.47% | 911.38%-918.8pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $5,554 | $6,420-13.5% | $5,606-0.9% | $4,779+16.2% |
| Participant deferral / active EE | $4,271 | $7,642-44.1% | $6,927-38.3% | $5,609-23.8% |
| Admin fee / account holder | $25 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |