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 | $3,374 | $152,509-97.8% | $117,472-97.1% | $134,475-97.5% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.4pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,088 | $5,571-80.5% | $4,176-73.9% | $4,740-77.0% |
| Participant deferral / active EE | $1,647 | $4,818-65.8% | $4,070-59.5% | $6,400-74.3% |
| Admin fee / account holder | $5 | $7,004-99.9% | $5,645-99.9% | $11,426-100.0% |