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 | $5,129 | $75,828-93.2% | $147,614-96.5% | $59,632-91.4% |
| Participation rate | 81.7% | 71.6%+10.1pp | 84.6%-2.9pp | 68.7%+13.0pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,400 | $3,485-59.8% | $5,564-74.8% | $2,203-36.4% |
| Participant deferral / active EE | $3,022 | $3,130-3.5% | $4,895-38.3% | $3,192-5.3% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |