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 | $5,531 | $133,958-95.9% | $112,228-95.1% | $134,475-95.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.77% | 47.11%-57.9pp | 27.45%-38.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $939 | $4,038-76.8% | $3,635-74.2% | $4,740-80.2% |
| Participant deferral / active EE | $2,491 | $5,291-52.9% | $4,728-47.3% | $6,400-61.1% |
| Admin fee / account holder | $47 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |