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 | $4,175 | $54,350-92.3% | $82,719-95.0% | $68,494-93.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.52% | -13.67%-1.9pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $969 | $2,218-56.3% | $3,009-67.8% | $2,596-62.7% |
| Participant deferral / active EE | $2,724 | $3,246-16.1% | $4,395-38.0% | $4,027-32.3% |
| Admin fee / account holder | $278 | $4,395-93.7% | $5,329-94.8% | $5,403-94.8% |