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 9-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 | $2,875 | $99,020-97.1% | $86,590-96.7% | $147,584-98.1% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $630 | $3,132-79.9% | $2,839-77.8% | $4,876-87.1% |
| Participant deferral / active EE | $2,132 | $3,972-46.3% | $3,609-40.9% | $5,439-60.8% |
| Admin fee / account holder | $3 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |