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 | $4,551 | $117,690-96.1% | $71,735-93.7% | $134,475-96.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -19.54% | 25.44%-45.0pp | 9.14%-28.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $562 | $2,525-77.7% | $1,704-67.0% | $4,740-88.1% |
| Participant deferral / active EE | $844 | $3,759-77.5% | $2,658-68.2% | $6,400-86.8% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |