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 10-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 | $10,070 | $97,757-89.7% | $83,848-88.0% | $135,375-92.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.89% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,779 | $4,222-57.9% | $3,631-51.0% | $4,779-62.8% |
| Participant deferral / active EE | $4,283 | $4,682-8.5% | $4,082+4.9% | $5,609-23.6% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |