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 3-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 | $2,355 | $57,541-95.9% | $95,745-97.5% | $75,163-96.9% |
| Participation rate | 92.3% | 62.5%+29.8pp | 72.3%+20.0pp | 67.2%+25.1pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.35%-28.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $952 | $1,808-47.3% | $2,835-66.4% | $2,670-64.3% |
| Participant deferral / active EE | $2,381 | $3,074-22.5% | $4,245-43.9% | $4,125-42.3% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |