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 4-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 | $372 | $27,915-98.7% | $58,482-99.4% | $75,163-99.5% |
| Participation rate | 73.3% | 38.8%+34.5pp | 50.9%+22.5pp | 67.2%+6.1pp |
| Annual return | 33.89% | 44.20%-10.3pp | 4239.32%-4205.4pp | 160.62%-126.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $243 | $1,201-79.8% | $1,924-87.4% | $4,125-94.1% |
| Admin fee / account holder | $44 | $1,726-97.4% | $2,516-98.2% | $5,651-99.2% |