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 3-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 | $1,648 | $96,635-98.3% | $86,612-98.1% | $139,434-98.8% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,019 | $3,263-68.8% | $3,022-66.3% | $4,751-78.5% |
| Participant deferral / active EE | $1,173 | $4,836-75.7% | $4,438-73.6% | $6,710-82.5% |
| Admin fee / account holder | $48 | $6,408-99.3% | $5,614-99.1% | $11,403-99.6% |