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 | $5,892 | $49,922-88.2% | $80,569-92.7% | $75,163-92.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.03% | 34.69%-16.7pp | 935.43%-917.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,732 | $1,698+2.0% | $2,723-36.4% | $2,670-35.1% |
| Participant deferral / active EE | $1,952 | $2,990-34.7% | $4,447-56.1% | $4,125-52.7% |
| Admin fee / account holder | $80 | $3,577-97.8% | $5,377-98.5% | $5,651-98.6% |