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 | $2,936 | $121,625-97.6% | $104,607-97.2% | $158,922-98.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 0.00% | 465.26%-465.3pp | 340.46%-340.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $587 | $3,163-81.4% | $2,681-78.1% | $4,761-87.7% |
| Participant deferral / active EE | $1,372 | $4,177-67.2% | $3,740-63.3% | $5,982-77.1% |
| Admin fee / account holder | $94 | $7,787-98.8% | $6,473-98.5% | $11,246-99.2% |