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 | $2,704 | $142,405-98.1% | $115,157-97.7% | $152,861-98.2% |
| Participation rate | 91.7% | 82.4%+9.3pp | 75.9%+15.8pp | 82.4%+9.2pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $921 | $4,010-77.0% | $3,179-71.0% | $4,762-80.7% |
| Participant deferral / active EE | $1,451 | $5,164-71.9% | $4,168-65.2% | $5,850-75.2% |
| Admin fee / account holder | $44 | $8,462-99.5% | $7,088-99.4% | $11,596-99.6% |