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 | $11,888 | $138,044-91.4% | $125,339-90.5% | $134,475-91.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.46% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,684 | $5,243-48.8% | $4,814-44.2% | $4,740-43.4% |
| Participant deferral / active EE | $4,255 | $7,799-45.4% | $7,446-42.9% | $6,400-33.5% |
| Admin fee / account holder | $263 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |