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 8-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 | $1,017 | $91,911-98.9% | $68,793-98.5% | $135,375-99.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $401 | $3,924-89.8% | $2,625-84.7% | $4,779-91.6% |
| Participant deferral / active EE | $648 | $4,315-85.0% | $3,311-80.4% | $5,609-88.4% |
| Admin fee / account holder | $3 | $9,240-100.0% | $5,131-99.9% | $10,827-100.0% |