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 | $2,977 | $162,781-98.2% | $133,956-97.8% | $158,922-98.1% |
| Participation rate | 88.2% | 83.2%+5.0pp | 79.8%+8.4pp | 82.0%+6.3pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $948 | $4,975-80.9% | $3,919-75.8% | $4,761-80.1% |
| Participant deferral / active EE | $1,848 | $5,911-68.7% | $5,048-63.4% | $5,982-69.1% |
| Admin fee / account holder | $1 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |