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 | $3,959 | $152,509-97.4% | $117,472-96.6% | $134,475-97.1% |
| Participation rate | 91.7% | 77.1%+14.6pp | 70.6%+21.1pp | 81.2%+10.4pp |
| Annual return | -13.32% | 52.99%-66.3pp | 29.74%-43.1pp | 417.96%-431.3pp |
| Employer contribution / active EE | $446 | $5,571-92.0% | $4,176-89.3% | $4,740-90.6% |
| Participant deferral / active EE | $788 | $4,818-83.6% | $4,070-80.6% | $6,400-87.7% |
| Admin fee / account holder | $27 | $7,004-99.6% | $5,645-99.5% | $11,426-99.8% |