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 8-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 | $14,124 | $97,757-85.6% | $83,848-83.2% | $135,375-89.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $12,250 | $4,222+190.2% | $3,631+237.4% | $4,779+156.3% |
| Participant deferral / active EE | $1,874 | $4,682-60.0% | $4,082-54.1% | $5,609-66.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |