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 | $6,605 | $92,703-92.9% | $82,719-92.0% | $134,475-95.1% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -2.01% | 944.92%-946.9pp | 701.18%-703.2pp | 417.96%-420.0pp |
| Employer contribution / active EE | $1,867 | $3,274-43.0% | $3,009-37.9% | $4,740-60.6% |
| Participant deferral / active EE | $2,692 | $4,802-43.9% | $4,395-38.8% | $6,400-57.9% |
| Admin fee / account holder | $16 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |