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 | $558 | $176,377-99.7% | $134,143-99.6% | $158,922-99.6% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 0.00% | 63.63%-63.6pp | 36.33%-36.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $203 | $5,040-96.0% | $3,704-94.5% | $4,761-95.7% |
| Participant deferral / active EE | $254 | $4,091-93.8% | $3,499-92.7% | $5,982-95.8% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |