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 | $2,549 | $93,024-97.3% | $77,024-96.7% | $134,475-98.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,049 | $3,418-40.1% | $2,812-27.2% | $4,740-56.8% |
| Participant deferral / active EE | $3,226 | $5,238-38.4% | $4,426-27.1% | $6,400-49.6% |
| Admin fee / account holder | $9 | $6,944-99.9% | $5,425-99.8% | $11,426-99.9% |