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 | $6,886 | $90,600-92.4% | $79,464-91.3% | $135,375-94.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.24% | 977.43%-986.7pp | 718.14%-727.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $871 | $3,068-71.6% | $2,800-68.9% | $4,779-81.8% |
| Participant deferral / active EE | $981 | $4,050-75.8% | $3,704-73.5% | $5,609-82.5% |
| Admin fee / account holder | $169 | $5,907-97.1% | $5,113-96.7% | $10,827-98.4% |