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 | $17,658 | $82,664-78.6% | $125,339-85.9% | $68,494-74.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,521 | $3,381-25.4% | $4,814-47.6% | $2,596-2.9% |
| Participant deferral / active EE | $6,021 | $6,110-1.5% | $7,446-19.1% | $4,027+49.5% |
| Admin fee / account holder | $15 | $6,275-99.8% | $10,010-99.8% | $5,403-99.7% |