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 10-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 | $6,057 | $84,695-92.8% | $73,843-91.8% | $125,391-95.2% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | 0.00% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,352 | $3,123-24.7% | $2,787-15.6% | $4,866-51.7% |
| Participant deferral / active EE | $3,315 | $3,992-17.0% | $3,583-7.5% | $5,352-38.1% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |