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 | $3,893 | $138,044-97.2% | $125,339-96.9% | $134,475-97.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.84% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,142 | $5,243-78.2% | $4,814-76.3% | $4,740-75.9% |
| Participant deferral / active EE | $2,803 | $7,799-64.1% | $7,446-62.4% | $6,400-56.2% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |