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 4-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 | $5,685 | $54,350-89.5% | $82,719-93.1% | $68,494-91.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.05% | -13.67%-4.4pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,847 | $2,218+28.3% | $3,009-5.4% | $2,596+9.6% |
| Participant deferral / active EE | $2,553 | $3,246-21.3% | $4,395-41.9% | $4,027-36.6% |
| Admin fee / account holder | $142 | $4,395-96.8% | $5,329-97.3% | $5,403-97.4% |