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 | $22,003 | $135,635-83.8% | $110,238-80.0% | $135,375-83.7% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -6.48% | 513.19%-519.7pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,269 | $4,906-53.8% | $3,826-40.7% | $4,779-52.5% |
| Participant deferral / active EE | $3,281 | $5,506-40.4% | $4,672-29.8% | $5,609-41.5% |
| Admin fee / account holder | $249 | $11,457-97.8% | $8,547-97.1% | $10,827-97.7% |