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 | $6,080 | $104,106-94.2% | $71,086-91.4% | $135,375-95.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,555 | $1,485+4.7% | $1,088+43.0% | $4,779-67.5% |
| Participant deferral / active EE | $4,012 | $2,527+58.8% | $1,874+114.1% | $5,609-28.5% |
| Admin fee / account holder | $15 | $4,142-99.6% | $3,082-99.5% | $10,827-99.9% |