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 | $8,831 | $167,484-94.7% | $151,611-94.2% | $134,475-93.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.54% | 7.80%-26.3pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,096 | $6,829-69.3% | $6,166-66.0% | $4,740-55.8% |
| Participant deferral / active EE | $3,455 | $8,986-61.5% | $8,363-58.7% | $6,400-46.0% |
| Admin fee / account holder | $36 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |