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 | $6,082 | $92,703-93.4% | $82,719-92.6% | $134,475-95.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -16.32% | 944.92%-961.2pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,623 | $3,274-19.9% | $3,009-12.8% | $4,740-44.7% |
| Participant deferral / active EE | $2,623 | $4,802-45.4% | $4,395-40.3% | $6,400-59.0% |
| Admin fee / account holder | $31 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |