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 | $4,290 | $226,064-98.1% | $182,532-97.7% | $152,861-97.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,606 | $4,978-67.7% | $4,076-60.6% | $4,762-66.3% |
| Participant deferral / active EE | $2,751 | $6,368-56.8% | $5,524-50.2% | $5,850-53.0% |
| Admin fee / account holder | $99 | $10,703-99.1% | $8,592-98.9% | $11,596-99.2% |