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 3-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 | $625 | $81,625-99.2% | $58,482-98.9% | $139,434-99.6% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $325 | $1,398-76.8% | $1,053-69.1% | $4,751-93.2% |
| Participant deferral / active EE | $354 | $2,557-86.2% | $1,924-81.6% | $6,710-94.7% |
| Admin fee / account holder | $2 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |