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 | $1,641 | $110,502-98.5% | $80,716-98.0% | $167,490-99.0% |
| Participation rate | 81.8% | 64.0%+17.9pp | 54.2%+27.7pp | 82.1%-0.3pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $530 | $1,543-65.7% | $1,160-54.4% | $4,837-89.1% |
| Participant deferral / active EE | $1,065 | $2,871-62.9% | $2,146-50.4% | $6,341-83.2% |
| Admin fee / account holder | $9 | $4,545-99.8% | $3,380-99.7% | $12,309-99.9% |