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 | $8,498 | $138,044-93.8% | $125,339-93.2% | $134,475-93.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.99% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,503 | $5,243-71.3% | $4,814-68.8% | $4,740-68.3% |
| Participant deferral / active EE | $6,066 | $7,799-22.2% | $7,446-18.5% | $6,400-5.2% |
| Admin fee / account holder | $163 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |