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 | $7,866 | $114,047-93.1% | $96,139-91.8% | $167,490-95.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,498 | $3,427-27.1% | $2,797-10.7% | $4,837-48.4% |
| Participant deferral / active EE | $4,912 | $5,194-5.4% | $4,349+12.9% | $6,341-22.5% |
| Admin fee / account holder | $59 | $6,897-99.1% | $5,537-98.9% | $12,309-99.5% |