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 | $2,418 | $96,635-97.5% | $86,612-97.2% | $139,434-98.3% |
| Participation rate | 94.7% | 74.4%+20.3pp | 71.7%+23.0pp | 80.3%+14.4pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,756 | $3,263-46.2% | $3,022-41.9% | $4,751-63.0% |
| Participant deferral / active EE | $2,453 | $4,836-49.3% | $4,438-44.7% | $6,710-63.4% |
| Admin fee / account holder | $270 | $6,408-95.8% | $5,614-95.2% | $11,403-97.6% |