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 5-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 | $787 | $39,019-98.0% | $80,716-99.0% | $85,850-99.1% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $256 | $722-64.6% | $1,160-78.0% | $2,565-90.0% |
| Participant deferral / active EE | $596 | $1,326-55.0% | $2,146-72.2% | $3,952-84.9% |
| Admin fee / account holder | $3 | $2,431-99.9% | $3,380-99.9% | $6,260-100.0% |