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 9-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 | $3,813 | $42,383-91.0% | $76,523-95.0% | $64,186-94.1% |
| Participation rate | 87.2% | 58.1%+29.0pp | 68.0%+19.2pp | 69.6%+17.6pp |
| Annual return | 1556.15% | -16.54%+1572.7pp | -0.27%+1556.4pp | 7.63%+1548.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,716 | $2,566-33.1% | $3,835-55.3% | $3,470-50.5% |
| Admin fee / account holder | $5 | $3,198-99.8% | $4,848-99.9% | $4,888-99.9% |