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 | $2,188 | $102,966-97.9% | $90,281-97.6% | $152,861-98.6% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $765 | $3,139-75.6% | $2,854-73.2% | $4,762-83.9% |
| Participant deferral / active EE | $1,188 | $4,281-72.3% | $3,885-69.4% | $5,850-79.7% |
| Admin fee / account holder | $5 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |