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 | $5,961 | $93,024-93.6% | $77,024-92.3% | $134,475-95.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.91% | 62.60%-77.5pp | 42.32%-57.2pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,704 | $3,418-50.2% | $2,812-39.4% | $4,740-64.1% |
| Participant deferral / active EE | $1,429 | $5,238-72.7% | $4,426-67.7% | $6,400-77.7% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |