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 9-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 | $163 | $165,912-99.9% | $122,332-99.9% | $147,584-99.9% |
| Participation rate | 94.7% | 79.6%+15.2pp | 71.6%+23.1pp | 82.8%+11.9pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $154 | $4,005-96.2% | $3,287-95.3% | $5,439-97.2% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |