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 | $1,303 | $101,283-98.7% | $75,826-98.3% | $135,375-99.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $650 | $2,382-72.7% | $1,913-66.1% | $4,779-86.4% |
| Participant deferral / active EE | $754 | $3,469-78.3% | $2,862-73.7% | $5,609-86.6% |
| Admin fee / account holder | $2 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |