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 10-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 | $6,166 | $93,024-93.4% | $77,024-92.0% | $134,475-95.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.76% | 62.60%-81.4pp | 42.32%-61.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,493 | $3,418-56.3% | $2,812-46.9% | $4,740-68.5% |
| Participant deferral / active EE | $2,202 | $5,238-58.0% | $4,426-50.2% | $6,400-65.6% |
| Admin fee / account holder | $62 | $6,944-99.1% | $5,425-98.9% | $11,426-99.5% |