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 5-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 | $1,814 | $96,956-98.1% | $70,014-97.4% | $273,961-99.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $741 | $3,316-77.7% | $2,338-68.3% | $4,869-84.8% |
| Participant deferral / active EE | $1,422 | $3,744-62.0% | $2,931-51.5% | $5,287-73.1% |
| Admin fee / account holder | $2 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |