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 4-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 | $6,394 | $106,543-94.0% | $91,220-93.0% | $134,475-95.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -8.44% | 160.60%-169.0pp | 114.01%-122.5pp | 417.96%-426.4pp |
| Employer contribution / active EE | $3,606 | $3,331+8.3% | $2,850+26.5% | $4,740-23.9% |
| Participant deferral / active EE | $1,617 | $4,719-65.7% | $4,234-61.8% | $6,400-74.7% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |