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 | $5,256 | $107,334-95.1% | $92,893-94.3% | $152,861-96.6% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,432 | $4,221-66.1% | $3,653-60.8% | $4,762-69.9% |
| Participant deferral / active EE | $3,284 | $4,845-32.2% | $4,236-22.5% | $5,850-43.9% |
| Admin fee / account holder | $10 | $7,079-99.9% | $5,794-99.8% | $11,596-99.9% |