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 | $2,582 | $104,907-97.5% | $84,611-96.9% | $152,861-98.3% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $804 | $3,302-75.7% | $2,652-69.7% | $4,762-83.1% |
| Participant deferral / active EE | $1,206 | $4,688-74.3% | $3,899-69.1% | $5,850-79.4% |
| Admin fee / account holder | $5 | $6,241-99.9% | $4,912-99.9% | $11,596-100.0% |