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 5-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 | $1,949 | $105,931-98.2% | $81,930-97.6% | $158,922-98.8% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.0%-2.0pp | 82.0%-12.0pp |
| Annual return | 0.00% | 38.17%-38.2pp | 29.49%-29.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $421 | $7,800-94.6% | $4,310-90.2% | $4,761-91.2% |
| Participant deferral / active EE | $822 | $13,003-93.7% | $7,107-88.4% | $5,982-86.3% |
| Admin fee / account holder | $104 | $8,489-98.8% | $5,158-98.0% | $11,246-99.1% |