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 | $2,960 | $96,305-96.9% | $80,569-96.3% | $139,434-97.9% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.3pp | 80.3%+0.9pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,128 | $3,262-65.4% | $2,723-58.6% | $4,751-76.3% |
| Participant deferral / active EE | $1,285 | $5,232-75.4% | $4,447-71.1% | $6,710-80.9% |
| Admin fee / account holder | $2 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |