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 | $3,710 | $60,124-93.8% | $90,404-95.9% | $79,858-95.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,842 | $2,068-10.9% | $3,262-43.5% | $2,471-25.5% |
| Participant deferral / active EE | $2,292 | $2,938-22.0% | $3,963-42.2% | $3,740-38.7% |
| Admin fee / account holder | $185 | $3,976-95.3% | $5,611-96.7% | $5,306-96.5% |