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 | $3,881 | $92,703-95.8% | $82,719-95.3% | $134,475-97.1% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,016 | $3,274-38.4% | $3,009-33.0% | $4,740-57.5% |
| Participant deferral / active EE | $2,581 | $4,802-46.3% | $4,395-41.3% | $6,400-59.7% |
| Admin fee / account holder | $112 | $5,983-98.1% | $5,329-97.9% | $11,426-99.0% |