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 | $8,265 | $152,509-94.6% | $117,472-93.0% | $134,475-93.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.98% | 52.99%-73.0pp | 29.74%-49.7pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,552 | $5,571-72.1% | $4,176-62.8% | $4,740-67.3% |
| Participant deferral / active EE | $2,418 | $4,818-49.8% | $4,070-40.6% | $6,400-62.2% |
| Admin fee / account holder | $18 | $7,004-99.7% | $5,645-99.7% | $11,426-99.8% |