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 | $8,811 | $167,307-94.7% | $143,757-93.9% | $134,475-93.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.47% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,220 | $5,619-78.3% | $4,951-75.4% | $4,740-74.3% |
| Participant deferral / active EE | $2,496 | $6,446-61.3% | $5,637-55.7% | $6,400-61.0% |
| Admin fee / account holder | $19 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |