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 8-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 | $1,638 | $100,901-98.4% | $75,670-97.8% | $147,584-98.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $755 | $3,253-76.8% | $2,352-67.9% | $4,876-84.5% |
| Participant deferral / active EE | $898 | $4,027-77.7% | $3,142-71.4% | $5,439-83.5% |
| Admin fee / account holder | $135 | $11,285-98.8% | $5,800-97.7% | $10,885-98.8% |