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 4-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 | $3,954 | $106,543-96.3% | $91,220-95.7% | $134,475-97.1% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,894 | $3,331-43.1% | $2,850-33.6% | $4,740-60.0% |
| Participant deferral / active EE | $2,038 | $4,719-56.8% | $4,234-51.9% | $6,400-68.2% |
| Admin fee / account holder | $164 | $6,231-97.4% | $5,420-97.0% | $11,426-98.6% |