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 | $3,903 | $107,015-96.4% | $73,545-94.7% | $147,584-97.4% |
| Participation rate | 85.7% | 66.4%+19.3pp | 54.9%+30.8pp | 82.8%+2.9pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $565 | $1,760-67.9% | $1,219-53.7% | $4,876-88.4% |
| Participant deferral / active EE | $2,781 | $2,462+13.0% | $1,806+54.0% | $5,439-48.9% |
| Admin fee / account holder | $13 | $3,055-99.6% | $2,320-99.5% | $10,885-99.9% |