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 6-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 | $1,807 | $109,817-98.4% | $98,442-98.2% | $167,490-98.9% |
| Participation rate | 86.4% | 75.8%+10.5pp | 73.3%+13.0pp | 82.1%+4.3pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $636 | $3,224-80.3% | $2,960-78.5% | $4,837-86.9% |
| Participant deferral / active EE | $963 | $4,673-79.4% | $4,276-77.5% | $6,341-84.8% |
| Admin fee / account holder | $14 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |