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 | $7,558 | $105,998-92.9% | $92,233-91.8% | $147,584-94.9% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,680 | $4,333-61.2% | $3,679-54.3% | $4,876-65.5% |
| Participant deferral / active EE | $4,380 | $4,478-2.2% | $3,897+12.4% | $5,439-19.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |