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 | $2,146 | $95,971-97.8% | $74,550-97.1% | $135,375-98.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.86% | 56.96%-62.8pp | 32.53%-38.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $471 | $2,716-82.7% | $1,961-76.0% | $4,779-90.2% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $81 | $6,522-98.8% | $5,060-98.4% | $10,827-99.2% |