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 7-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 | $8,407 | $106,890-92.1% | $84,015-90.0% | $152,861-94.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,637 | $2,734-40.1% | $1,983-17.5% | $4,762-65.6% |
| Participant deferral / active EE | $5,196 | $4,011+29.5% | $3,239+60.4% | $5,850-11.2% |
| Admin fee / account holder | $82 | $8,285-99.0% | $6,101-98.7% | $11,596-99.3% |