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 10-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 | $3,148 | $75,828-95.8% | $147,614-97.9% | $59,632-94.7% |
| Participation rate | 90.7% | 71.6%+19.2pp | 84.6%+6.1pp | 68.7%+22.1pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $782 | $3,485-77.6% | $5,564-86.0% | $2,203-64.5% |
| Participant deferral / active EE | $954 | $3,130-69.5% | $4,895-80.5% | $3,192-70.1% |
| Admin fee / account holder | $2 | $5,985-100.0% | $11,611-100.0% | $4,297-99.9% |