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 10-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 | $3,291 | $75,828-95.7% | $147,614-97.8% | $59,632-94.5% |
| Participation rate | 92.0% | 71.6%+20.4pp | 84.6%+7.4pp | 68.7%+23.3pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,784 | $3,485-48.8% | $5,564-67.9% | $2,203-19.0% |
| Participant deferral / active EE | $2,285 | $3,130-27.0% | $4,895-53.3% | $3,192-28.4% |
| Admin fee / account holder | $134 | $5,985-97.8% | $11,611-98.8% | $4,297-96.9% |