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 4-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 | $3,313 | $106,543-96.9% | $91,220-96.4% | $134,475-97.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,494 | $3,331-55.2% | $2,850-47.6% | $4,740-68.5% |
| Participant deferral / active EE | $1,978 | $4,719-58.1% | $4,234-53.3% | $6,400-69.1% |
| Admin fee / account holder | $62 | $6,231-99.0% | $5,420-98.9% | $11,426-99.5% |