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 | $8,386 | $51,197-83.6% | $82,719-89.9% | $66,914-87.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -15.67% | -9.64%-6.0pp | 701.18%-716.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,546 | $2,611-40.8% | $3,009-48.6% | $2,544-39.2% |
| Participant deferral / active EE | $2,092 | $3,458-39.5% | $4,395-52.4% | $4,237-50.6% |
| Admin fee / account holder | $235 | $416-43.4% | $5,329-95.6% | $593-60.4% |