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 | $19,329 | $180,449-89.3% | $154,107-87.5% | $135,375-85.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -3.36% | 888.09%-891.4pp | 735.12%-738.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $6,651 | $6,035+10.2% | $5,298+25.6% | $4,779+39.2% |
| Participant deferral / active EE | $8,039 | $5,806+38.5% | $5,081+58.2% | $5,609+43.3% |
| Admin fee / account holder | $33 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |