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 8-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 | $1,258 | $76,000-98.3% | $154,107-99.2% | $64,186-98.0% |
| Participation rate | 73.5% | 70.4%+3.1pp | 83.0%-9.6pp | 69.6%+3.9pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,135 | $3,175-64.2% | $5,081-77.7% | $3,470-67.3% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |