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 8-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 | $1,771 | $90,600-98.0% | $79,464-97.8% | $135,375-98.7% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $608 | $3,068-80.2% | $2,800-78.3% | $4,779-87.3% |
| Participant deferral / active EE | $1,210 | $4,050-70.1% | $3,704-67.3% | $5,609-78.4% |
| Admin fee / account holder | $66 | $5,907-98.9% | $5,113-98.7% | $10,827-99.4% |