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 | $3,227 | $84,233-96.2% | $170,442-98.1% | $70,131-95.4% |
| Participation rate | 88.3% | 70.8%+17.5pp | 83.6%+4.7pp | 69.5%+18.8pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,593 | $3,086-16.0% | $4,939-47.5% | $3,332-22.2% |
| Admin fee / account holder | $11 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |