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 7-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 | $731 | $37,426-98.0% | $77,482-99.1% | $79,858-99.1% |
| Participation rate | 97.2% | 41.5%+55.7pp | 54.2%+43.0pp | 69.6%+27.6pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $391 | $637-38.5% | $986-60.3% | $2,471-84.2% |
| Participant deferral / active EE | $391 | $1,260-68.9% | $1,861-79.0% | $3,740-89.5% |
| Admin fee / account holder | $37 | $2,504-98.5% | $2,858-98.7% | $5,306-99.3% |