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 | $17,794 | $138,065-87.1% | $123,544-85.6% | $135,375-86.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.17% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,012 | $5,151-41.5% | $4,628-34.9% | $4,779-37.0% |
| Participant deferral / active EE | $3,668 | $6,799-46.1% | $6,426-42.9% | $5,609-34.6% |
| Admin fee / account holder | $206 | $10,916-98.1% | $9,284-97.8% | $10,827-98.1% |