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 | $1,601 | $65,685-97.6% | $57,179-97.2% | $273,961-99.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $300 | $3,279-90.8% | $2,682-88.8% | $4,869-93.8% |
| Participant deferral / active EE | $1,250 | $3,782-66.9% | $3,096-59.6% | $5,287-76.4% |
| Admin fee / account holder | $19 | $4,835-99.6% | $3,139-99.4% | $10,132-99.8% |