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 | $773 | $152,509-99.5% | $117,472-99.3% | $134,475-99.4% |
| Participation rate | 91.7% | 77.1%+14.6pp | 70.6%+21.1pp | 81.2%+10.4pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $265 | $5,571-95.2% | $4,176-93.7% | $4,740-94.4% |
| Participant deferral / active EE | $469 | $4,818-90.3% | $4,070-88.5% | $6,400-92.7% |
| Admin fee / account holder | $31 | $7,004-99.6% | $5,645-99.4% | $11,426-99.7% |