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 | $4,387 | $91,190-95.2% | $178,490-97.5% | $79,858-94.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $779 | $3,256-76.1% | $5,011-84.5% | $2,471-68.5% |
| Participant deferral / active EE | $2,401 | $3,236-25.8% | $5,202-53.8% | $3,740-35.8% |
| Admin fee / account holder | $2 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |