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 | $3,755 | $101,283-96.3% | $75,826-95.0% | $135,375-97.2% |
| Participation rate | 70.0% | 72.7%-2.7pp | 68.2%+1.8pp | 82.6%-12.6pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $910 | $2,382-61.8% | $1,913-52.5% | $4,779-81.0% |
| Participant deferral / active EE | $1,849 | $3,469-46.7% | $2,862-35.4% | $5,609-67.0% |
| Admin fee / account holder | $6 | $6,539-99.9% | $4,726-99.9% | $10,827-99.9% |