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 | $5,917 | $83,427-92.9% | $115,756-94.9% | $68,494-91.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | -16.23% | -10.95%-5.3pp | 143.14%-159.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,857 | $3,075-7.1% | $3,793-24.7% | $2,596+10.0% |
| Participant deferral / active EE | $2,964 | $5,355-44.6% | $6,254-52.6% | $4,027-26.4% |
| Admin fee / account holder | $166 | $5,708-97.1% | $8,124-98.0% | $5,403-96.9% |