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 4-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 | $4,686 | $88,594-94.7% | $70,092-93.3% | $134,475-96.5% |
| Participation rate | 71.4% | 74.9%-3.5pp | 70.5%+1.0pp | 81.2%-9.8pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,190 | $3,233-63.2% | $2,559-53.5% | $4,740-74.9% |
| Participant deferral / active EE | $1,700 | $4,772-64.4% | $3,849-55.8% | $6,400-73.4% |
| Admin fee / account holder | $35 | $10,441-99.7% | $6,267-99.4% | $11,426-99.7% |