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 7-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 | $7,585 | $118,680-93.6% | $98,907-92.3% | $158,922-95.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 372.35%-372.4pp | 196.43%-196.4pp | 302.83%-302.8pp |
| Employer contribution / active EE | $7,546 | $3,333+126.4% | $2,689+180.6% | $4,761+58.5% |
| Participant deferral / active EE | $7,532 | $5,088+48.0% | $4,244+77.5% | $5,982+25.9% |
| Admin fee / account holder | $21 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |