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 7-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 | $5,845 | $95,862-93.9% | $79,550-92.7% | $134,475-95.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.91% | -2.69%-17.2pp | 0.16%-20.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,447 | $3,128-53.7% | $2,413-40.0% | $4,740-69.5% |
| Participant deferral / active EE | $2,455 | $4,693-47.7% | $3,985-38.4% | $6,400-61.6% |
| Admin fee / account holder | $98 | $9,126-98.9% | $6,832-98.6% | $11,426-99.1% |