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 | $1,613 | $77,899-97.9% | $149,673-98.9% | $75,163-97.9% |
| Participation rate | 84.2% | 65.6%+18.6pp | 78.8%+5.4pp | 67.2%+17.0pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $720 | $3,137-77.0% | $4,818-85.1% | $2,670-73.0% |
| Participant deferral / active EE | $935 | $3,411-72.6% | $5,680-83.5% | $4,125-77.3% |
| Admin fee / account holder | $18 | $5,956-99.7% | $13,210-99.9% | $5,651-99.7% |