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 6-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 | $3,670 | $100,852-96.4% | $90,404-95.9% | $158,922-97.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $742 | $3,689-79.9% | $3,262-77.3% | $4,761-84.4% |
| Participant deferral / active EE | $2,111 | $4,348-51.4% | $3,963-46.7% | $5,982-64.7% |
| Admin fee / account holder | $123 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |