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 4-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 | $2,788 | $133,958-97.9% | $112,228-97.5% | $134,475-97.9% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,416 | $4,038-64.9% | $3,635-61.0% | $4,740-70.1% |
| Participant deferral / active EE | $1,613 | $5,291-69.5% | $4,728-65.9% | $6,400-74.8% |
| Admin fee / account holder | $129 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |