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 5-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 | $8,718 | $109,817-92.1% | $98,442-91.1% | $167,490-94.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,189 | $3,224-63.1% | $2,960-59.8% | $4,837-75.4% |
| Participant deferral / active EE | $6,245 | $4,673+33.6% | $4,276+46.0% | $6,341-1.5% |
| Admin fee / account holder | $147 | $6,753-97.8% | $5,949-97.5% | $12,309-98.8% |