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 | $19,770 | $138,065-85.7% | $123,544-84.0% | $135,375-85.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.71% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,336 | $5,151-74.1% | $4,628-71.1% | $4,779-72.0% |
| Participant deferral / active EE | $3,525 | $6,799-48.1% | $6,426-45.1% | $5,609-37.1% |
| Admin fee / account holder | $132 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |