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 5-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 | $3,773 | $54,350-93.1% | $82,719-95.4% | $68,494-94.5% |
| Participation rate | 71.7% | 63.9%+7.8pp | 72.6%-0.8pp | 67.9%+3.9pp |
| Annual return | -13.83% | -13.67%-0.2pp | 701.18%-715.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $618 | $2,218-72.1% | $3,009-79.4% | $2,596-76.2% |
| Participant deferral / active EE | $1,199 | $3,246-63.1% | $4,395-72.7% | $4,027-70.2% |
| Admin fee / account holder | $136 | $4,395-96.9% | $5,329-97.4% | $5,403-97.5% |