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 6-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 | $4,028 | $93,024-95.7% | $77,024-94.8% | $134,475-97.0% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -19.77% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,003 | $3,418-70.6% | $2,812-64.3% | $4,740-78.8% |
| Participant deferral / active EE | $1,177 | $5,238-77.5% | $4,426-73.4% | $6,400-81.6% |
| Admin fee / account holder | $14 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |