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 | $3,282 | $63,346-94.8% | $92,233-96.4% | $70,131-95.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,457 | $2,471-41.0% | $3,679-60.4% | $2,342-37.8% |
| Participant deferral / active EE | $1,786 | $2,854-37.4% | $3,897-54.2% | $3,332-46.4% |
| Admin fee / account holder | $25 | $3,840-99.4% | $5,194-99.5% | $4,645-99.5% |