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 7-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 | $3,906 | $102,966-96.2% | $90,281-95.7% | $152,861-97.4% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,002 | $3,139-68.1% | $2,854-64.9% | $4,762-79.0% |
| Participant deferral / active EE | $2,594 | $4,281-39.4% | $3,885-33.2% | $5,850-55.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |