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 5-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 | $3,723 | $109,817-96.6% | $98,442-96.2% | $167,490-97.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,374 | $3,224-26.4% | $2,960-19.8% | $4,837-50.9% |
| Participant deferral / active EE | $2,968 | $4,673-36.5% | $4,276-30.6% | $6,341-53.2% |
| Admin fee / account holder | $1 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |