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 10-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 | $3,732 | $83,337-95.5% | $67,834-94.5% | $273,961-98.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,177 | $3,287-64.2% | $2,403-51.0% | $4,869-75.8% |
| Participant deferral / active EE | $2,210 | $4,088-45.9% | $3,160-30.0% | $5,287-58.2% |
| Admin fee / account holder | $56 | $6,752-99.2% | $4,622-98.8% | $10,132-99.5% |