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 7-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 | $4,780 | $102,966-95.4% | $90,281-94.7% | $152,861-96.9% |
| Participation rate | 73.9% | 75.9%-1.9pp | 73.3%+0.6pp | 82.4%-8.5pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,153 | $3,139-63.3% | $2,854-59.6% | $4,762-75.8% |
| Participant deferral / active EE | $2,384 | $4,281-44.3% | $3,885-38.6% | $5,850-59.3% |
| Admin fee / account holder | $115 | $6,171-98.1% | $5,351-97.8% | $11,596-99.0% |