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 | $4,814 | $78,705-93.9% | $117,854-95.9% | $70,131-93.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $712 | $2,223-68.0% | $3,786-81.2% | $2,342-69.6% |
| Participant deferral / active EE | $2,513 | $3,297-23.8% | $4,482-43.9% | $3,332-24.6% |
| Admin fee / account holder | $95 | $5,065-98.1% | $8,020-98.8% | $4,645-98.0% |