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 8-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 | $5,524 | $54,350-89.8% | $82,719-93.3% | $68,494-91.9% |
| Participation rate | 81.8% | 63.9%+17.9pp | 72.6%+9.3pp | 67.9%+13.9pp |
| Annual return | -17.21% | -13.67%-3.5pp | 701.18%-718.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,158 | $2,218-47.8% | $3,009-61.5% | $2,596-55.4% |
| Participant deferral / active EE | $2,019 | $3,246-37.8% | $4,395-54.1% | $4,027-49.9% |
| Admin fee / account holder | $87 | $4,395-98.0% | $5,329-98.4% | $5,403-98.4% |