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 8-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 | $11,956 | $97,757-87.8% | $83,848-85.7% | $135,375-91.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.82% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,710 | $4,222-35.8% | $3,631-25.4% | $4,779-43.3% |
| Participant deferral / active EE | $4,049 | $4,682-13.5% | $4,082-0.8% | $5,609-27.8% |
| Admin fee / account holder | $122 | $6,674-98.2% | $5,478-97.8% | $10,827-98.9% |