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 | $1,655 | $84,402-98.0% | $61,373-97.3% | $134,475-98.8% |
| Participation rate | 72.7% | 62.2%+10.5pp | 52.6%+20.2pp | 81.2%-8.5pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $568 | $1,544-63.2% | $1,159-51.0% | $4,740-88.0% |
| Participant deferral / active EE | $815 | $2,819-71.1% | $2,125-61.7% | $6,400-87.3% |
| Admin fee / account holder | $275 | $2,585-89.4% | $2,130-87.1% | $11,426-97.6% |