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 6-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 | $17,914 | $167,484-89.3% | $151,611-88.2% | $134,475-86.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.07% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $8,190 | $6,829+19.9% | $6,166+32.8% | $4,740+72.8% |
| Participant deferral / active EE | $7,601 | $8,986-15.4% | $8,363-9.1% | $6,400+18.8% |
| Admin fee / account holder | $295 | $13,783-97.9% | $11,616-97.5% | $11,426-97.4% |