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 | $8,115 | $108,642-92.5% | $74,701-89.1% | $152,861-94.7% |
| Participation rate | 83.3% | 65.3%+18.0pp | 54.5%+28.9pp | 82.4%+0.9pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $360 | $1,503-76.0% | $1,084-66.8% | $4,762-92.4% |
| Participant deferral / active EE | $6,402 | $2,712+136.1% | $1,964+226.1% | $5,850+9.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |