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 6-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 | $5,903 | $82,664-92.9% | $125,339-95.3% | $68,494-91.4% |
| Participation rate | 97.9% | 75.0%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -18.96% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,493 | $3,381-55.8% | $4,814-69.0% | $2,596-42.5% |
| Participant deferral / active EE | $2,635 | $6,110-56.9% | $7,446-64.6% | $4,027-34.6% |
| Admin fee / account holder | $181 | $6,275-97.1% | $10,010-98.2% | $5,403-96.7% |