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 10-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 | $848 | $90,320-99.1% | $59,496-98.6% | $125,391-99.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $359 | $1,792-79.9% | $1,153-68.8% | $4,866-92.6% |
| Participant deferral / active EE | $563 | $2,716-79.3% | $1,829-69.2% | $5,352-89.5% |
| Admin fee / account holder | $40 | $3,063-98.7% | $2,232-98.2% | $9,540-99.6% |