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 | $3,754 | $81,208-95.4% | $98,907-96.2% | $79,858-95.3% |
| Participation rate | 97.8% | 72.5%+25.3pp | 76.0%+21.8pp | 69.6%+28.2pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,022 | $1,960-47.9% | $2,689-62.0% | $2,471-58.6% |
| Participant deferral / active EE | $2,623 | $3,265-19.7% | $4,244-38.2% | $3,740-29.9% |
| Admin fee / account holder | $167 | $6,013-97.2% | $6,642-97.5% | $5,306-96.9% |