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 | $7,643 | $152,509-95.0% | $117,472-93.5% | $134,475-94.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.13% | 52.99%-69.1pp | 29.74%-45.9pp | 417.96%-434.1pp |
| Employer contribution / active EE | $632 | $5,571-88.7% | $4,176-84.9% | $4,740-86.7% |
| Participant deferral / active EE | $632 | $4,818-86.9% | $4,070-84.5% | $6,400-90.1% |
| Admin fee / account holder | $33 | $7,004-99.5% | $5,645-99.4% | $11,426-99.7% |