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 | $691 | $84,402-99.2% | $61,373-98.9% | $134,475-99.5% |
| Participation rate | 76.9% | 62.2%+14.7pp | 52.6%+24.4pp | 81.2%-4.3pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $592 | $1,544-61.7% | $1,159-48.9% | $4,740-87.5% |
| Participant deferral / active EE | $688 | $2,819-75.6% | $2,125-67.6% | $6,400-89.3% |
| Admin fee / account holder | $31 | $2,585-98.8% | $2,130-98.6% | $11,426-99.7% |