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 | $9,034 | $99,020-90.9% | $86,590-89.6% | $147,584-93.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,818 | $3,132-41.9% | $2,839-36.0% | $4,876-62.7% |
| Participant deferral / active EE | $2,512 | $3,972-36.8% | $3,609-30.4% | $5,439-53.8% |
| Admin fee / account holder | $151 | $5,710-97.4% | $4,906-96.9% | $10,885-98.6% |