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 6-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 | $2,532 | $91,190-97.2% | $178,490-98.6% | $79,858-96.8% |
| Participation rate | 90.0% | 69.2%+20.8pp | 81.9%+8.1pp | 69.6%+20.4pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $903 | $3,256-72.3% | $5,011-82.0% | $2,471-63.5% |
| Participant deferral / active EE | $1,194 | $3,236-63.1% | $5,202-77.1% | $3,740-68.1% |
| Admin fee / account holder | $209 | $6,751-96.9% | $13,984-98.5% | $5,306-96.1% |