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 | $4,617 | $110,502-95.8% | $80,716-94.3% | $167,490-97.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,773 | $1,543+15.0% | $1,160+52.9% | $4,837-63.3% |
| Participant deferral / active EE | $4,188 | $2,871+45.9% | $2,146+95.2% | $6,341-33.9% |
| Admin fee / account holder | $151 | $4,545-96.7% | $3,380-95.5% | $12,309-98.8% |