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 7-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 | $1,369 | $90,503-98.5% | $78,689-98.3% | $273,961-99.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $323 | $3,176-89.8% | $2,851-88.7% | $4,869-93.4% |
| Participant deferral / active EE | $880 | $3,901-77.5% | $3,517-75.0% | $5,287-83.4% |
| Admin fee / account holder | $87 | $5,263-98.3% | $4,510-98.1% | $10,132-99.1% |