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 | $9,858 | $190,805-94.8% | $159,960-93.8% | $134,475-92.7% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -19.74% | 552.23%-572.0pp | 408.60%-428.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,088 | $4,995-78.2% | $4,226-74.3% | $4,740-77.0% |
| Participant deferral / active EE | $4,598 | $6,923-33.6% | $6,182-25.6% | $6,400-28.1% |
| Admin fee / account holder | $10 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |