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 | $3,193 | $109,817-97.1% | $98,442-96.8% | $167,490-98.1% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $899 | $3,224-72.1% | $2,960-69.6% | $4,837-81.4% |
| Participant deferral / active EE | $2,250 | $4,673-51.9% | $4,276-47.4% | $6,341-64.5% |
| Admin fee / account holder | $21 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |