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 | $3,766 | $108,172-96.5% | $77,482-95.1% | $158,922-97.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $399 | $1,325-69.9% | $986-59.6% | $4,761-91.6% |
| Participant deferral / active EE | $2,412 | $2,456-1.8% | $1,861+29.6% | $5,982-59.7% |
| Admin fee / account holder | $8 | $3,708-99.8% | $2,858-99.7% | $11,246-99.9% |