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 6-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 | $2,785 | $60,124-95.4% | $90,404-96.9% | $79,858-96.5% |
| Participation rate | 87.5% | 65.0%+22.5pp | 72.7%+14.8pp | 69.6%+17.9pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,130 | $2,068-45.4% | $3,262-65.4% | $2,471-54.3% |
| Participant deferral / active EE | $1,589 | $2,938-45.9% | $3,963-59.9% | $3,740-57.5% |
| Admin fee / account holder | $19 | $3,976-99.5% | $5,611-99.7% | $5,306-99.6% |