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 | $3,472 | $134,475-97.4% | $3,4720% | $134,475-97.4% |
| Participation rate | 83.3% | 81.2%+2.1pp | 83.3%0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 417.96%-418.0pp | - | 417.96%-418.0pp |
| Employer contribution / active EE | $2,118 | $4,740-55.3% | $2,1180% | $4,740-55.3% |
| Participant deferral / active EE | $2,623 | $6,400-59.0% | $2,6230% | $6,400-59.0% |
| Admin fee / account holder | $0 | $11,426-100.0% | - | $11,426-100.0% |