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 | $3,547 | $65,561-94.6% | $86,188-95.9% | $75,163-95.3% |
| Participation rate | 93.5% | 60.5%+33.1pp | 69.0%+24.6pp | 67.2%+26.4pp |
| Annual return | 0.00% | 46.05%-46.1pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,376 | $1,553-11.4% | $2,380-42.2% | $2,670-48.4% |
| Participant deferral / active EE | $1,816 | $3,024-39.9% | $3,985-54.4% | $4,125-56.0% |
| Admin fee / account holder | $155 | $5,474-97.2% | $6,852-97.7% | $5,651-97.3% |