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 9-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 | $3,098 | $107,015-97.1% | $73,545-95.8% | $147,584-97.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.30% | 38.25%-21.0pp | -15.16%+32.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,125 | $2,462-13.7% | $1,806+17.6% | $5,439-60.9% |
| Admin fee / account holder | $208 | $3,055-93.2% | $2,320-91.0% | $10,885-98.1% |