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 | $2,437 | $90,503-97.3% | $78,689-96.9% | $273,961-99.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 17.48% | 75.60%-58.1pp | 62.18%-44.7pp | 41.45%-24.0pp |
| Employer contribution / active EE | $643 | $3,176-79.8% | $2,851-77.4% | $4,869-86.8% |
| Participant deferral / active EE | $1,028 | $3,901-73.6% | $3,517-70.8% | $5,287-80.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |