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 | $2,651 | $53,127-95.0% | $86,590-96.9% | $70,131-96.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,550 | $2,068-25.1% | $2,839-45.4% | $2,342-33.8% |
| Participant deferral / active EE | $1,201 | $2,696-55.5% | $3,609-66.7% | $3,332-64.0% |
| Admin fee / account holder | $5 | $3,585-99.8% | $4,906-99.9% | $4,645-99.9% |