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 8-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 | $1,961 | $99,032-98.0% | $80,019-97.5% | $135,375-98.6% |
| Participation rate | 90.9% | 78.4%+12.6pp | 75.8%+15.1pp | 82.6%+8.3pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $540 | $3,043-82.3% | $2,468-78.1% | $4,779-88.7% |
| Participant deferral / active EE | $1,231 | $4,282-71.3% | $3,686-66.6% | $5,609-78.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |