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 6-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 | $7,947 | $165,335-95.2% | $149,696-94.7% | $158,922-95.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,240 | $5,103-75.7% | $4,644-73.3% | $4,761-74.0% |
| Participant deferral / active EE | $5,347 | $7,181-25.5% | $6,842-21.8% | $5,982-10.6% |
| Admin fee / account holder | $80 | $10,807-99.3% | $9,309-99.1% | $11,246-99.3% |