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 5-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 | $1,430 | $152,509-99.1% | $117,472-98.8% | $134,475-98.9% |
| Participation rate | 86.7% | 77.1%+9.6pp | 70.6%+16.1pp | 81.2%+5.4pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,409 | $4,818-70.8% | $4,070-65.4% | $6,400-78.0% |
| Admin fee / account holder | $3 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |