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 10-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 | $3,392 | $99,877-96.6% | $84,966-96.0% | $145,922-97.7% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 0.00% | 83.76%-83.8pp | 66.38%-66.4pp | 561.29%-561.3pp |
| Employer contribution / active EE | $754 | $3,231-76.7% | $2,727-72.4% | $4,660-83.8% |
| Participant deferral / active EE | $1,893 | $5,291-64.2% | $4,519-58.1% | $6,688-71.7% |
| Admin fee / account holder | $4 | $7,248-99.9% | $6,149-99.9% | $13,397-100.0% |