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 | $3,315 | $115,708-97.1% | $65,255-94.9% | $139,434-97.6% |
| Participation rate | 80.0% | 67.8%+12.2pp | 65.0%+15.0pp | 80.3%-0.3pp |
| Annual return | 0.00% | 31.19%-31.2pp | 47.35%-47.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,157 | $2,599-55.5% | $1,691-31.6% | $4,751-75.7% |
| Participant deferral / active EE | $1,357 | $4,240-68.0% | $2,831-52.1% | $6,710-79.8% |
| Admin fee / account holder | $9 | $6,698-99.9% | $4,112-99.8% | $11,403-99.9% |