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 8-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 | $2,293 | $97,757-97.7% | $83,848-97.3% | $135,375-98.3% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $963 | $4,222-77.2% | $3,631-73.5% | $4,779-79.9% |
| Participant deferral / active EE | $1,513 | $4,682-67.7% | $4,082-62.9% | $5,609-73.0% |
| Admin fee / account holder | $29 | $6,674-99.6% | $5,478-99.5% | $10,827-99.7% |