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 | $7,288 | $99,020-92.6% | $86,590-91.6% | $147,584-95.1% |
| 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 | $5,157 | $3,132+64.6% | $2,839+81.6% | $4,876+5.7% |
| Participant deferral / active EE | $5,684 | $3,972+43.1% | $3,609+57.5% | $5,439+4.5% |
| Admin fee / account holder | $240 | $5,710-95.8% | $4,906-95.1% | $10,885-97.8% |