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 4-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 | $7,270 | $84,696-91.4% | $75,696-90.4% | $167,490-95.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.8%+8.5pp | 82.1%+1.2pp |
| Annual return | 0.00% | 199.36%-199.4pp | 104.53%-104.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,125 | $3,230-34.2% | $2,743-22.5% | $4,837-56.1% |
| Participant deferral / active EE | $4,859 | $4,580+6.1% | $3,821+27.2% | $6,341-23.4% |
| Admin fee / account holder | $102 | $5,355-98.1% | $3,619-97.2% | $12,309-99.2% |