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 | $1,967 | $51,175-96.2% | $70,515-97.2% | $75,163-97.4% |
| Participation rate | 74.3% | 60.9%+13.3pp | 68.3%+5.9pp | 67.2%+7.1pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $638 | $1,826-65.1% | $2,973-78.6% | $2,670-76.1% |
| Participant deferral / active EE | $1,271 | $2,849-55.4% | $4,567-72.2% | $4,125-69.2% |
| Admin fee / account holder | $33 | $4,091-99.2% | $6,412-99.5% | $5,651-99.4% |