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 | $1,602 | $95,193-98.3% | $76,523-97.9% | $135,375-98.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $637 | $3,302-80.7% | $2,647-76.0% | $4,779-86.7% |
| Participant deferral / active EE | $1,059 | $4,639-77.2% | $3,835-72.4% | $5,609-81.1% |
| Admin fee / account holder | $3 | $6,249-100.0% | $4,848-99.9% | $10,827-100.0% |