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 6-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 | $6,543 | $92,703-92.9% | $82,719-92.1% | $134,475-95.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.03% | 944.92%-964.0pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $790 | $3,274-75.9% | $3,009-73.7% | $4,740-83.3% |
| Participant deferral / active EE | $1,481 | $4,802-69.2% | $4,395-66.3% | $6,400-76.9% |
| Admin fee / account holder | $30 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |