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 10-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 | $28,354 | $180,449-84.3% | $154,107-81.6% | $135,375-79.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.38% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,345 | $6,035-61.1% | $5,298-55.7% | $4,779-50.9% |
| Participant deferral / active EE | $4,388 | $5,806-24.4% | $5,081-13.6% | $5,609-21.8% |
| Admin fee / account holder | $50 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |