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 | $3,744 | $106,543-96.5% | $91,220-95.9% | $134,475-97.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.50% | 160.60%-180.1pp | 114.01%-133.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,674 | $3,331-49.7% | $2,850-41.3% | $4,740-64.7% |
| Participant deferral / active EE | $1,400 | $4,719-70.3% | $4,234-66.9% | $6,400-78.1% |
| Admin fee / account holder | $15 | $6,231-99.8% | $5,420-99.7% | $11,426-99.9% |