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 | $4,768 | $158,817-97.0% | $121,196-96.1% | $135,375-96.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.43% | -0.64%-2.8pp | 16.93%-20.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $808 | $5,665-85.7% | $4,022-79.9% | $4,779-83.1% |
| Participant deferral / active EE | $585 | $4,005-85.4% | $3,344-82.5% | $5,609-89.6% |
| Admin fee / account holder | $237 | $6,512-96.4% | $5,019-95.3% | $10,827-97.8% |