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 4-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 | $4,946 | $70,587-93.0% | $124,672-96.0% | $85,850-94.2% |
| Participation rate | 76.9% | 64.4%+12.5pp | 74.6%+2.3pp | 69.3%+7.6pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5142.93%-5142.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $860 | $1,913-55.1% | $3,324-74.1% | $2,565-66.5% |
| Participant deferral / active EE | $3,100 | $2,969+4.4% | $4,614-32.8% | $3,952-21.6% |
| Admin fee / account holder | $41 | $5,282-99.2% | $7,493-99.4% | $6,260-99.3% |