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 4-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 | $17,307 | $167,307-89.7% | $143,757-88.0% | $134,475-87.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.28% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,874 | $5,619-31.1% | $4,951-21.7% | $4,740-18.3% |
| Participant deferral / active EE | $7,526 | $6,446+16.8% | $5,637+33.5% | $6,400+17.6% |
| Admin fee / account holder | $45 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |