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 | $4,737 | $69,207-93.2% | $64,056-92.6% | $139,434-96.6% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $640 | $3,182-79.9% | $2,747-76.7% | $4,751-86.5% |
| Participant deferral / active EE | $3,088 | $4,682-34.0% | $3,880-20.4% | $6,710-54.0% |
| Admin fee / account holder | $4 | $4,244-99.9% | $3,068-99.9% | $11,403-100.0% |