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 | $11,778 | $180,449-93.5% | $154,107-92.4% | $135,375-91.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.55% | 888.09%-894.6pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,003 | $6,035-50.2% | $5,298-43.3% | $4,779-37.2% |
| Participant deferral / active EE | $3,343 | $5,806-42.4% | $5,081-34.2% | $5,609-40.4% |
| Admin fee / account holder | $193 | $16,143-98.8% | $13,411-98.6% | $10,827-98.2% |