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 | $746 | $81,625-99.1% | $58,482-98.7% | $139,434-99.5% |
| Participation rate | 70.0% | 61.3%+8.7pp | 50.9%+19.1pp | 80.3%-10.3pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $99 | $1,398-92.9% | $1,053-90.6% | $4,751-97.9% |
| Participant deferral / active EE | $394 | $2,557-84.6% | $1,924-79.5% | $6,710-94.1% |
| Admin fee / account holder | $1 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |