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 | $4,439 | $96,305-95.4% | $80,569-94.5% | $139,434-96.8% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,454 | $3,262-55.4% | $2,723-46.6% | $4,751-69.4% |
| Participant deferral / active EE | $2,802 | $5,232-46.4% | $4,447-37.0% | $6,710-58.2% |
| Admin fee / account holder | $10 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |