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 6-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 | $1,815 | $108,172-98.3% | $77,482-97.7% | $158,922-98.9% |
| Participation rate | 84.2% | 64.4%+19.8pp | 54.2%+30.0pp | 82.0%+2.3pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $484 | $1,325-63.5% | $986-50.9% | $4,761-89.8% |
| Participant deferral / active EE | $604 | $2,456-75.4% | $1,861-67.5% | $5,982-89.9% |
| Admin fee / account holder | $30 | $3,708-99.2% | $2,858-99.0% | $11,246-99.7% |