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 | $1,649 | $156,846-98.9% | $121,098-98.6% | $139,434-98.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $723 | $5,536-86.9% | $4,164-82.6% | $4,751-84.8% |
| Participant deferral / active EE | $1,095 | $4,844-77.4% | $4,080-73.2% | $6,710-83.7% |
| Admin fee / account holder | $6 | $6,946-99.9% | $5,644-99.9% | $11,403-100.0% |