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 | $2,948 | $106,890-97.2% | $84,015-96.5% | $152,861-98.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $954 | $2,734-65.1% | $1,983-51.9% | $4,762-80.0% |
| Participant deferral / active EE | $1,233 | $4,011-69.3% | $3,239-61.9% | $5,850-78.9% |
| Admin fee / account holder | $41 | $8,285-99.5% | $6,101-99.3% | $11,596-99.7% |