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 | $7,403 | $83,337-91.1% | $67,834-89.1% | $273,961-97.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $7,217 | $3,287+119.5% | $2,403+200.3% | $4,869+48.2% |
| Participant deferral / active EE | $1,915 | $4,088-53.2% | $3,160-39.4% | $5,287-63.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |