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 | $2,038 | $110,809-98.2% | $86,874-97.7% | $167,490-98.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 71.6%+11.7pp | 82.1%+1.2pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $632 | $3,244-80.5% | $2,495-74.7% | $4,837-86.9% |
| Participant deferral / active EE | $1,037 | $4,546-77.2% | $3,699-72.0% | $6,341-83.6% |
| Admin fee / account holder | $4 | $8,415-99.9% | $5,828-99.9% | $12,309-100.0% |