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 | $18,835 | $180,449-89.6% | $154,107-87.8% | $135,375-86.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.60% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $7,997 | $6,035+32.5% | $5,298+51.0% | $4,779+67.3% |
| Participant deferral / active EE | $3,700 | $5,806-36.3% | $5,081-27.2% | $5,609-34.0% |
| Admin fee / account holder | $73 | $16,143-99.6% | $13,411-99.5% | $10,827-99.3% |