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 | $3,638 | $152,509-97.6% | $117,472-96.9% | $134,475-97.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.82% | 52.99%-70.8pp | 29.74%-47.6pp | 417.96%-435.8pp |
| Employer contribution / active EE | $530 | $5,571-90.5% | $4,176-87.3% | $4,740-88.8% |
| Participant deferral / active EE | $797 | $4,818-83.5% | $4,070-80.4% | $6,400-87.5% |
| Admin fee / account holder | $32 | $7,004-99.5% | $5,645-99.4% | $11,426-99.7% |