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 | $4,215 | $82,286-94.9% | $68,791-93.9% | $134,475-96.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.70% | -2.19%-15.5pp | -6.38%-11.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,184 | $3,301-64.1% | $2,655-55.4% | $4,740-75.0% |
| Participant deferral / active EE | $1,318 | $4,739-72.2% | $3,941-66.6% | $6,400-79.4% |
| Admin fee / account holder | $32 | $6,481-99.5% | $4,932-99.3% | $11,426-99.7% |