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 | $2,552 | $43,723-94.2% | $121,196-97.9% | $64,186-96.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,600 | $1,296+23.4% | $4,022-60.2% | $2,381-32.8% |
| Participant deferral / active EE | $1,974 | $2,280-13.4% | $3,344-41.0% | $3,470-43.1% |
| Admin fee / account holder | $67 | $3,501-98.1% | $5,019-98.7% | $4,888-98.6% |