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 5-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 | $10,711 | $138,044-92.2% | $125,339-91.5% | $134,475-92.0% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -13.19% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,421 | $5,243-53.8% | $4,814-49.7% | $4,740-48.9% |
| Participant deferral / active EE | $4,866 | $7,799-37.6% | $7,446-34.7% | $6,400-24.0% |
| Admin fee / account holder | $8 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |