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 | $2,372 | $110,809-97.9% | $86,874-97.3% | $167,490-98.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $654 | $3,244-79.8% | $2,495-73.8% | $4,837-86.5% |
| Participant deferral / active EE | $1,464 | $4,546-67.8% | $3,699-60.4% | $6,341-76.9% |
| Admin fee / account holder | $2 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |