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 | $3,612 | $67,331-94.6% | $60,874-94.1% | $134,475-97.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -11.22% | 49.93%-61.2pp | 16.90%-28.1pp | 417.96%-429.2pp |
| Employer contribution / active EE | $730 | $3,096-76.4% | $2,701-73.0% | $4,740-84.6% |
| Participant deferral / active EE | $1,262 | $4,538-72.2% | $3,817-66.9% | $6,400-80.3% |
| Admin fee / account holder | $48 | $4,582-99.0% | $3,224-98.5% | $11,426-99.6% |