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 5-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 | $1,021 | $176,377-99.4% | $134,143-99.2% | $158,922-99.4% |
| Participation rate | 91.7% | 78.7%+13.0pp | 72.2%+19.5pp | 82.0%+9.7pp |
| Annual return | 0.00% | 63.63%-63.6pp | 36.33%-36.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $589 | $5,040-88.3% | $3,704-84.1% | $4,761-87.6% |
| Participant deferral / active EE | $687 | $4,091-83.2% | $3,499-80.4% | $5,982-88.5% |
| Admin fee / account holder | $140 | $8,718-98.4% | $6,684-97.9% | $11,246-98.8% |