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 | $8,709 | $158,817-94.5% | $121,196-92.8% | $135,375-93.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.7%+8.3pp | 82.6%-2.6pp |
| Annual return | -8.25% | -0.64%-7.6pp | 16.93%-25.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,135 | $5,665-80.0% | $4,022-71.8% | $4,779-76.2% |
| Participant deferral / active EE | $4,301 | $4,005+7.4% | $3,344+28.6% | $5,609-23.3% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |