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 | $13,886 | $90,590-84.7% | $90,782-84.7% | $135,375-89.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 12.25% | -3.40%+15.6pp | -3.42%+15.7pp | 519.73%-507.5pp |
| Employer contribution / active EE | $2,042 | $4,352-53.1% | $4,105-50.3% | $4,779-57.3% |
| Participant deferral / active EE | $2,042 | $5,407-62.2% | $5,366-61.9% | $5,609-63.6% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |