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 | $3,857 | $144,119-97.3% | $117,854-96.7% | $147,584-97.4% |
| Participation rate | 95.8% | 83.4%+12.4pp | 79.7%+16.2pp | 82.8%+13.0pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $912 | $4,896-81.4% | $3,786-75.9% | $4,876-81.3% |
| Participant deferral / active EE | $2,166 | $5,316-59.2% | $4,482-51.7% | $5,439-60.2% |
| Admin fee / account holder | $149 | $10,886-98.6% | $8,020-98.1% | $10,885-98.6% |