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 3-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 | $3,608 | $109,982-96.7% | $97,226-96.3% | $145,922-97.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 242.90%-242.9pp | 75.13%-75.1pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,445 | $3,084-53.1% | $2,729-47.0% | $4,660-69.0% |
| Participant deferral / active EE | $1,911 | $4,676-59.1% | $4,264-55.2% | $6,688-71.4% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |