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 6-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 | $1,689 | $114,047-98.5% | $96,139-98.2% | $167,490-99.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $497 | $3,427-85.5% | $2,797-82.2% | $4,837-89.7% |
| Participant deferral / active EE | $1,286 | $5,194-75.2% | $4,349-70.4% | $6,341-79.7% |
| Admin fee / account holder | $98 | $6,897-98.6% | $5,537-98.2% | $12,309-99.2% |