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 3-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 | $1,359 | $49,922-97.3% | $80,569-98.3% | $75,163-98.2% |
| Participation rate | 77.4% | 55.3%+22.1pp | 67.0%+10.4pp | 67.2%+10.2pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $469 | $1,698-72.4% | $2,723-82.8% | $2,670-82.4% |
| Participant deferral / active EE | $800 | $2,990-73.2% | $4,447-82.0% | $4,125-80.6% |
| Admin fee / account holder | $8 | $3,577-99.8% | $5,377-99.9% | $5,651-99.9% |