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 | $1,579 | $27,915-94.3% | $58,482-97.3% | $75,163-97.9% |
| Participation rate | 92.0% | 38.8%+53.2pp | 50.9%+41.1pp | 67.2%+24.8pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $484 | $669-27.7% | $1,053-54.1% | $2,670-81.9% |
| Participant deferral / active EE | $1,214 | $1,201+1.1% | $1,924-36.9% | $4,125-70.6% |
| Admin fee / account holder | $19 | $1,726-98.9% | $2,516-99.2% | $5,651-99.7% |