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 | $7,974 | $100,754-92.1% | $86,677-90.8% | $134,475-94.1% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -19.34% | 29.04%-48.4pp | 35.91%-55.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,486 | $3,489-57.4% | $2,836-47.6% | $4,740-68.7% |
| Participant deferral / active EE | $2,386 | $5,338-55.3% | $4,656-48.7% | $6,400-62.7% |
| Admin fee / account holder | $7 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |