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 | $7,135 | $102,547-93.0% | $78,210-90.9% | $147,584-95.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 51.08%-51.1pp | 40.90%-40.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,994 | $2,617+14.4% | $2,034+47.2% | $4,876-38.6% |
| Participant deferral / active EE | $5,555 | $3,481+59.6% | $2,823+96.8% | $5,439+2.1% |
| Admin fee / account holder | $11 | $5,059-99.8% | $3,758-99.7% | $10,885-99.9% |