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 | $3,302 | $104,907-96.9% | $84,611-96.1% | $152,861-97.8% |
| Participation rate | 70.8% | 74.8%-4.0pp | 68.2%+2.6pp | 82.4%-11.6pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,020 | $3,302-69.1% | $2,652-61.5% | $4,762-78.6% |
| Participant deferral / active EE | $1,619 | $4,688-65.5% | $3,899-58.5% | $5,850-72.3% |
| Admin fee / account holder | $80 | $6,241-98.7% | $4,912-98.4% | $11,596-99.3% |