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 | $22,250 | $167,484-86.7% | $151,611-85.3% | $134,475-83.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.83% | 7.80%-25.6pp | 3.33%-21.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,283 | $6,829-66.6% | $6,166-63.0% | $4,740-51.8% |
| Participant deferral / active EE | $9,569 | $8,986+6.5% | $8,363+14.4% | $6,400+49.5% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |