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 5-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 | $13,074 | $142,344-90.8% | $119,609-89.1% | $134,475-90.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -4.99% | -12.44%+7.4pp | -14.97%+10.0pp | 417.96%-423.0pp |
| Employer contribution / active EE | $1,258 | $5,222-75.9% | $4,232-70.3% | $4,740-73.5% |
| Participant deferral / active EE | $9,438 | $6,469+45.9% | $5,602+68.5% | $6,400+47.5% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |