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 | $3,960 | $81,632-95.1% | $70,449-94.4% | $158,922-97.5% |
| Participation rate | 93.3% | 77.7%+15.6pp | 75.1%+18.3pp | 82.0%+11.4pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $851 | $3,217-73.5% | $2,737-68.9% | $4,761-82.1% |
| Participant deferral / active EE | $1,628 | $4,554-64.2% | $3,709-56.1% | $5,982-72.8% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |