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 7-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 | $3,826 | $100,754-96.2% | $86,677-95.6% | $134,475-97.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.67% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,232 | $3,489-64.7% | $2,836-56.6% | $4,740-74.0% |
| Participant deferral / active EE | $2,034 | $5,338-61.9% | $4,656-56.3% | $6,400-68.2% |
| Admin fee / account holder | $75 | $10,926-99.3% | $7,493-99.0% | $11,426-99.3% |