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 | $2,280 | $64,432-96.5% | - | $139,434-98.4% |
| Participation rate | 70.0% | 66.0%+4.0pp | - | 80.3%-10.3pp |
| Annual return | 34.32% | 4.96%+29.4pp | - | 372.94%-338.6pp |
| Employer contribution / active EE | $605 | $6,830-91.1% | - | $4,751-87.3% |
| Participant deferral / active EE | $670 | $2,937-77.2% | - | $6,710-90.0% |
| Admin fee / account holder | $11 | $3,919-99.7% | - | $11,403-99.9% |