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 9-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 | $1,439 | $113,339-98.7% | $94,993-98.5% | $147,584-99.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $520 | $3,160-83.5% | $2,603-80.0% | $4,876-89.3% |
| Participant deferral / active EE | $922 | $3,777-75.6% | $3,317-72.2% | $5,439-83.0% |
| Admin fee / account holder | $15 | $6,063-99.8% | $4,960-99.7% | $10,885-99.9% |