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 9-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 | $5,770 | $101,069-94.3% | $81,478-92.9% | $147,584-96.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $291 | $3,205-90.9% | $2,568-88.7% | $4,876-94.0% |
| Participant deferral / active EE | $2,491 | $4,242-41.3% | $3,537-29.6% | $5,439-54.2% |
| Admin fee / account holder | $33 | $5,812-99.4% | $4,561-99.3% | $10,885-99.7% |