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 | $3,000 | $121,625-97.5% | $104,607-97.1% | $158,922-98.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 0.00% | 465.26%-465.3pp | 340.46%-340.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,085 | $3,163-65.7% | $2,681-59.5% | $4,761-77.2% |
| Participant deferral / active EE | $1,100 | $4,177-73.7% | $3,740-70.6% | $5,982-81.6% |
| Admin fee / account holder | $5 | $7,787-99.9% | $6,473-99.9% | $11,246-100.0% |