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 4-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 | $2,046 | $95,416-97.9% | $185,823-98.9% | $85,850-97.6% |
| Participation rate | 86.4% | 68.8%+17.6pp | 81.7%+4.7pp | 69.3%+17.0pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $723 | $3,314-78.2% | $5,167-86.0% | $2,565-71.8% |
| Participant deferral / active EE | $1,241 | $3,423-63.8% | $5,568-77.7% | $3,952-68.6% |
| Admin fee / account holder | $50 | $7,213-99.3% | $16,237-99.7% | $6,260-99.2% |