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 | $2,385 | $95,561-97.5% | $77,163-96.9% | $139,434-98.3% |
| Participation rate | 80.0% | 73.9%+6.1pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 0.00% | 54.92%-54.9pp | 37.87%-37.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,266 | $3,147-59.8% | $2,535-50.1% | $4,751-73.4% |
| Participant deferral / active EE | $1,499 | $4,624-67.6% | $3,833-60.9% | $6,710-77.7% |
| Admin fee / account holder | $121 | $8,295-98.5% | $5,472-97.8% | $11,403-98.9% |