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 | $3,828 | $46,869-91.8% | $122,332-96.9% | $70,131-94.5% |
| Participation rate | 77.1% | 58.2%+18.9pp | 71.6%+5.5pp | 69.5%+7.5pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.27%-30.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $245 | $1,288-81.0% | $4,050-93.9% | $2,342-89.5% |
| Participant deferral / active EE | $1,346 | $2,166-37.8% | $3,287-59.0% | $3,332-59.6% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |