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 | $7,118 | $92,703-92.3% | $82,719-91.4% | $134,475-94.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -20.54% | 944.92%-965.5pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $632 | $3,274-80.7% | $3,009-79.0% | $4,740-86.7% |
| Participant deferral / active EE | $3,902 | $4,802-18.8% | $4,395-11.2% | $6,400-39.0% |
| Admin fee / account holder | $52 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |