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 | $2,073 | $158,817-98.7% | $121,196-98.3% | $135,375-98.5% |
| Participation rate | 82.4% | 79.3%+3.1pp | 71.7%+10.6pp | 82.6%-0.3pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $586 | $5,665-89.7% | $4,022-85.4% | $4,779-87.7% |
| Participant deferral / active EE | $2,232 | $4,005-44.3% | $3,344-33.2% | $5,609-60.2% |
| Admin fee / account holder | $20 | $6,512-99.7% | $5,019-99.6% | $10,827-99.8% |