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 | $13,170 | $105,860-87.6% | $90,749-85.5% | $134,475-90.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.78% | -11.01%-7.8pp | -12.16%-6.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $935 | $3,462-73.0% | $2,921-68.0% | $4,740-80.3% |
| Participant deferral / active EE | $1,676 | $5,216-67.9% | $4,564-63.3% | $6,400-73.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |