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 | $4,674 | $156,846-97.0% | $121,098-96.1% | $139,434-96.6% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,680 | $5,536-69.6% | $4,164-59.6% | $4,751-64.6% |
| Participant deferral / active EE | $2,037 | $4,844-57.9% | $4,080-50.1% | $6,710-69.6% |
| Admin fee / account holder | $166 | $6,946-97.6% | $5,644-97.1% | $11,403-98.5% |