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 7-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 | $4,765 | $102,966-95.4% | $90,281-94.7% | $152,861-96.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $999 | $3,139-68.2% | $2,854-65.0% | $4,762-79.0% |
| Participant deferral / active EE | $2,630 | $4,281-38.6% | $3,885-32.3% | $5,850-55.0% |
| Admin fee / account holder | $93 | $6,171-98.5% | $5,351-98.3% | $11,596-99.2% |