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 | $4,657 | $190,805-97.6% | $159,960-97.1% | $134,475-96.5% |
| Participation rate | 95.0% | 81.9%+13.1pp | 78.0%+17.0pp | 81.2%+13.8pp |
| Annual return | -7.43% | 552.23%-559.7pp | 408.60%-416.0pp | 417.96%-425.4pp |
| Employer contribution / active EE | $1,803 | $4,995-63.9% | $4,226-57.3% | $4,740-62.0% |
| Participant deferral / active EE | $3,076 | $6,923-55.6% | $6,182-50.2% | $6,400-51.9% |
| Admin fee / account holder | $250 | $10,471-97.6% | $8,698-97.1% | $11,426-97.8% |