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 8-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 | $11,703 | $105,860-88.9% | $90,749-87.1% | $134,475-91.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.78% | -11.01%-2.8pp | -12.16%-1.6pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,516 | $3,462-56.2% | $2,921-48.1% | $4,740-68.0% |
| Participant deferral / active EE | $3,694 | $5,216-29.2% | $4,564-19.1% | $6,400-42.3% |
| Admin fee / account holder | $24 | $13,938-99.8% | $8,445-99.7% | $11,426-99.8% |