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 | $2,325 | $92,703-97.5% | $82,719-97.2% | $134,475-98.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.49% | 944.92%-964.4pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $552 | $3,274-83.1% | $3,009-81.7% | $4,740-88.4% |
| Participant deferral / active EE | $1,484 | $4,802-69.1% | $4,395-66.2% | $6,400-76.8% |
| Admin fee / account holder | $26 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |