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 | $16,049 | $180,449-91.1% | $154,107-89.6% | $135,375-88.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.66% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $4,030 | $6,035-33.2% | $5,298-23.9% | $4,779-15.7% |
| Participant deferral / active EE | $3,163 | $5,806-45.5% | $5,081-37.7% | $5,609-43.6% |
| Admin fee / account holder | $175 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |