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 4-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 | $4,741 | $176,812-97.3% | $146,665-96.8% | $167,490-97.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.03%-24.0pp | 22.74%-22.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,538 | $5,160-70.2% | $4,136-62.8% | $4,837-68.2% |
| Participant deferral / active EE | $2,969 | $6,440-53.9% | $5,506-46.1% | $6,341-53.2% |
| Admin fee / account holder | $9 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |