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 | $22,280 | $180,449-87.7% | $154,107-85.5% | $135,375-83.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.34% | 888.09%-895.4pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,770 | $6,035-21.0% | $5,298-10.0% | $4,779-0.2% |
| Participant deferral / active EE | $12,745 | $5,806+119.5% | $5,081+150.9% | $5,609+127.2% |
| Admin fee / account holder | $77 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |