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 | $3,570 | $152,509-97.7% | $117,472-97.0% | $134,475-97.3% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,055 | $5,571-81.1% | $4,176-74.7% | $4,740-77.7% |
| Participant deferral / active EE | $1,629 | $4,818-66.2% | $4,070-60.0% | $6,400-74.5% |
| Admin fee / account holder | $1 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |