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 6-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 | $5,094 | $116,175-95.6% | $93,606-94.6% | $152,861-96.7% |
| Participation rate | 94.1% | 78.0%+16.1pp | 75.8%+18.3pp | 82.4%+11.7pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,344 | $3,218-58.2% | $2,718-50.6% | $4,762-71.8% |
| Participant deferral / active EE | $3,451 | $4,603-25.0% | $4,069-15.2% | $5,850-41.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |