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 5-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 | $7,125 | $114,047-93.8% | $96,139-92.6% | $167,490-95.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $5,156 | $3,427+50.5% | $2,797+84.4% | $4,837+6.6% |
| Participant deferral / active EE | $8,594 | $5,194+65.5% | $4,349+97.6% | $6,341+35.5% |
| Admin fee / account holder | $12 | $6,897-99.8% | $5,537-99.8% | $12,309-99.9% |