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 | $1,190 | $110,261-98.9% | $95,745-98.8% | $139,434-99.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $433 | $3,257-86.7% | $2,835-84.7% | $4,751-90.9% |
| Participant deferral / active EE | $686 | $4,676-85.3% | $4,245-83.8% | $6,710-89.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |