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 8-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 | $3,402 | $97,757-96.5% | $83,848-95.9% | $135,375-97.5% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,243 | $4,222-70.5% | $3,631-65.8% | $4,779-74.0% |
| Participant deferral / active EE | $1,248 | $4,682-73.3% | $4,082-69.4% | $5,609-77.8% |
| Admin fee / account holder | $5 | $6,674-99.9% | $5,478-99.9% | $10,827-100.0% |