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 | $6,443 | $97,757-93.4% | $83,848-92.3% | $135,375-95.2% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,270 | $4,222-69.9% | $3,631-65.0% | $4,779-73.4% |
| Participant deferral / active EE | $5,411 | $4,682+15.6% | $4,082+32.6% | $5,609-3.5% |
| Admin fee / account holder | $158 | $6,674-97.6% | $5,478-97.1% | $10,827-98.5% |