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 | $7,173 | $106,543-93.3% | $91,220-92.1% | $134,475-94.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.14% | 160.60%-180.7pp | 114.01%-134.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,242 | $3,331-62.7% | $2,850-56.4% | $4,740-73.8% |
| Participant deferral / active EE | $2,380 | $4,719-49.6% | $4,234-43.8% | $6,400-62.8% |
| Admin fee / account holder | $30 | $6,231-99.5% | $5,420-99.4% | $11,426-99.7% |