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 | $5,741 | $152,509-96.2% | $117,472-95.1% | $134,475-95.7% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -16.40% | 52.99%-69.4pp | 29.74%-46.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $297 | $5,571-94.7% | $4,176-92.9% | $4,740-93.7% |
| Participant deferral / active EE | $862 | $4,818-82.1% | $4,070-78.8% | $6,400-86.5% |
| Admin fee / account holder | $2 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |