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 8-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 | $3,973 | $65,041-93.9% | $90,951-95.6% | $79,858-95.0% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.0%+15.6pp | 69.6%+15.0pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $724 | $1,247-42.0% | $2,122-65.9% | $2,471-70.7% |
| Participant deferral / active EE | $2,409 | $2,512-4.1% | $3,373-28.6% | $3,740-35.6% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |