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 6-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 | $3,725 | $149,734-97.5% | $118,925-96.9% | $158,922-97.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 75.4%-4.0pp | 82.0%-10.5pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,076 | $4,115-73.9% | $3,263-67.0% | $4,761-77.4% |
| Participant deferral / active EE | $1,546 | $5,223-70.4% | $4,265-63.8% | $5,982-74.2% |
| Admin fee / account holder | $35 | $8,603-99.6% | $6,581-99.5% | $11,246-99.7% |