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 6-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 | $4,672 | $104,907-95.5% | $84,611-94.5% | $152,861-96.9% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.4%+9.9pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,368 | $3,302-58.6% | $2,652-48.4% | $4,762-71.3% |
| Participant deferral / active EE | $3,027 | $4,688-35.4% | $3,899-22.4% | $5,850-48.3% |
| Admin fee / account holder | $121 | $6,241-98.1% | $4,912-97.5% | $11,596-99.0% |