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 | $2,717 | $133,922-98.0% | $116,228-97.7% | $142,382-98.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 0.00% | 147.76%-147.8pp | 90.06%-90.1pp | 217.08%-217.1pp |
| Employer contribution / active EE | $875 | $3,446-74.6% | $2,994-70.8% | $4,299-79.6% |
| Participant deferral / active EE | $1,824 | $5,672-67.8% | $4,953-63.2% | $6,507-72.0% |
| Admin fee / account holder | $6 | $14,945-100.0% | $11,989-99.9% | $12,624-100.0% |