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 3-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 | $2,521 | $106,515-97.6% | $96,683-97.4% | $139,434-98.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $849 | $4,103-79.3% | $3,737-77.3% | $4,751-82.1% |
| Participant deferral / active EE | $2,068 | $5,454-62.1% | $4,878-57.6% | $6,710-69.2% |
| Admin fee / account holder | $2 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |