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 | $2,328 | $104,106-97.8% | $71,086-96.7% | $135,375-98.3% |
| Participation rate | 77.8% | 65.7%+12.1pp | 54.7%+23.1pp | 82.6%-4.9pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $445 | $1,485-70.0% | $1,088-59.1% | $4,779-90.7% |
| Participant deferral / active EE | $2,259 | $2,527-10.6% | $1,874+20.5% | $5,609-59.7% |
| Admin fee / account holder | $2 | $4,142-100.0% | $3,082-99.9% | $10,827-100.0% |