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 7-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 | $1,112 | $84,402-98.7% | $61,373-98.2% | $134,475-99.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -10.74% | 584.55%-595.3pp | 338.61%-349.3pp | 417.96%-428.7pp |
| Employer contribution / active EE | $150 | $1,544-90.3% | $1,159-87.1% | $4,740-96.8% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12 | $2,585-99.5% | $2,130-99.4% | $11,426-99.9% |