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 | $8,265 | $91,538-91.0% | $129,995-93.6% | $75,163-89.0% |
| Participation rate | 96.2% | 71.4%+24.7pp | 78.5%+17.7pp | 67.2%+29.0pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,570 | $2,845-9.7% | $4,320-40.5% | $2,670-3.7% |
| Participant deferral / active EE | $4,743 | $4,341+9.3% | $5,820-18.5% | $4,125+15.0% |
| Admin fee / account holder | $5 | $6,790-99.9% | $10,614-99.9% | $5,651-99.9% |