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 | $20,436 | $180,449-88.7% | $154,107-86.7% | $135,375-84.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -8.06% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,348 | $6,035-61.1% | $5,298-55.7% | $4,779-50.9% |
| Participant deferral / active EE | $5,455 | $5,806-6.0% | $5,081+7.4% | $5,609-2.7% |
| Admin fee / account holder | $181 | $16,143-98.9% | $13,411-98.7% | $10,827-98.3% |