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 4-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 | $8,076 | $54,350-85.1% | $82,719-90.2% | $68,494-88.2% |
| Participation rate | 81.0% | 63.9%+17.0pp | 72.6%+8.4pp | 67.9%+13.1pp |
| Annual return | -16.98% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,504 | $2,218-32.2% | $3,009-50.0% | $2,596-42.1% |
| Participant deferral / active EE | $2,896 | $3,246-10.8% | $4,395-34.1% | $4,027-28.1% |
| Admin fee / account holder | $291 | $4,395-93.4% | $5,329-94.5% | $5,403-94.6% |