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 3-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 | $4,295 | $117,690-96.4% | $71,735-94.0% | $134,475-96.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -7.86% | 25.44%-33.3pp | 9.14%-17.0pp | 417.96%-425.8pp |
| Employer contribution / active EE | $1,947 | $2,525-22.9% | $1,704+14.3% | $4,740-58.9% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $2,658-100.0% | $6,400-100.0% |
| Admin fee / account holder | $23 | $6,379-99.6% | $3,974-99.4% | $11,426-99.8% |