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 | $504 | $81,625-99.4% | $58,482-99.1% | $139,434-99.6% |
| Participation rate | 92.3% | 61.3%+31.0pp | 50.9%+41.5pp | 80.3%+12.0pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $486 | $2,557-81.0% | $1,924-74.8% | $6,710-92.8% |
| Admin fee / account holder | $26 | $3,265-99.2% | $2,516-99.0% | $11,403-99.8% |