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 6-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 | $8,539 | $99,640-91.4% | $86,436-90.1% | $134,475-93.7% |
| Participation rate | 95.0% | 82.0%+13.0pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -19.24% | 6782.58%-6801.8pp | 4394.89%-4414.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $633 | $4,400-85.6% | $3,769-83.2% | $4,740-86.6% |
| Participant deferral / active EE | $3,499 | $7,246-51.7% | $6,952-49.7% | $6,400-45.3% |
| Admin fee / account holder | $90 | $8,371-98.9% | $6,731-98.7% | $11,426-99.2% |