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 3-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 | $4,971 | $92,703-94.6% | $82,719-94.0% | $134,475-96.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,777 | $3,274-45.7% | $3,009-41.0% | $4,740-62.5% |
| Participant deferral / active EE | $3,926 | $4,802-18.3% | $4,395-10.7% | $6,400-38.7% |
| Admin fee / account holder | $8 | $5,983-99.9% | $5,329-99.8% | $11,426-99.9% |