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 8-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 | $2,504 | $95,971-97.4% | $74,550-96.6% | $135,375-98.2% |
| Participation rate | 94.1% | 75.7%+18.5pp | 69.1%+25.0pp | 82.6%+11.5pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $926 | $2,716-65.9% | $1,961-52.8% | $4,779-80.6% |
| Participant deferral / active EE | $1,662 | $3,843-56.8% | $3,108-46.5% | $5,609-70.4% |
| Admin fee / account holder | $23 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |