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 5-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 | $1,756 | $110,809-98.4% | $86,874-98.0% | $167,490-99.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $707 | $3,244-78.2% | $2,495-71.7% | $4,837-85.4% |
| Participant deferral / active EE | $1,548 | $4,546-65.9% | $3,699-58.2% | $6,341-75.6% |
| Admin fee / account holder | $1 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |