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 7-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 | $10,830 | $129,942-91.7% | $104,294-89.6% | $134,475-91.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.51% | 42.03%-61.5pp | 24.61%-44.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,503 | $4,184-40.2% | $3,372-25.8% | $4,740-47.2% |
| Participant deferral / active EE | $2,531 | $5,588-54.7% | $4,625-45.3% | $6,400-60.5% |
| Admin fee / account holder | $128 | $9,323-98.6% | $7,339-98.3% | $11,426-98.9% |