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 6-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 | $1,332 | $129,217-99.0% | $93,406-98.6% | $158,922-99.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 118.21%-118.2pp | 78.05%-78.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $516 | $2,711-81.0% | $2,075-75.1% | $4,761-89.2% |
| Participant deferral / active EE | $746 | $3,909-80.9% | $3,126-76.1% | $5,982-87.5% |
| Admin fee / account holder | $1 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |