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 8-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 | $11,714 | $138,044-91.5% | $125,339-90.7% | $134,475-91.3% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -10.28% | 750.33%-760.6pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,753 | $5,243-66.6% | $4,814-63.6% | $4,740-63.0% |
| Participant deferral / active EE | $4,130 | $7,799-47.0% | $7,446-44.5% | $6,400-35.5% |
| Admin fee / account holder | $176 | $11,571-98.5% | $10,010-98.2% | $11,426-98.5% |