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 5-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 | $6,955 | $109,817-93.7% | $98,442-92.9% | $167,490-95.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,559 | $3,224-51.6% | $2,960-47.3% | $4,837-67.8% |
| Participant deferral / active EE | $3,960 | $4,673-15.3% | $4,276-7.4% | $6,341-37.6% |
| Admin fee / account holder | $32 | $6,753-99.5% | $5,949-99.5% | $12,309-99.7% |