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 | $2,721 | $154,117-98.2% | $129,995-97.9% | $139,434-98.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.48%-32.5pp | -137.18%+137.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,951 | $5,289-63.1% | $4,320-54.8% | $4,751-58.9% |
| Participant deferral / active EE | $3,102 | $6,710-53.8% | $5,820-46.7% | $6,710-53.8% |
| Admin fee / account holder | $10 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |