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 4-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 | $3,154 | $100,754-96.9% | $86,677-96.4% | $134,475-97.7% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $866 | $3,489-75.2% | $2,836-69.5% | $4,740-81.7% |
| Participant deferral / active EE | $1,804 | $5,338-66.2% | $4,656-61.3% | $6,400-71.8% |
| Admin fee / account holder | $5 | $10,926-100.0% | $7,493-99.9% | $11,426-100.0% |