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 | $897 | $81,625-98.9% | $58,482-98.5% | $139,434-99.4% |
| Participation rate | 72.7% | 61.3%+11.4pp | 50.9%+21.9pp | 80.3%-7.6pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $316 | $1,398-77.4% | $1,053-70.0% | $4,751-93.3% |
| Participant deferral / active EE | $372 | $2,557-85.5% | $1,924-80.7% | $6,710-94.5% |
| Admin fee / account holder | $7 | $3,265-99.8% | $2,516-99.7% | $11,403-99.9% |