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 9-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 | $7,604 | $99,652-92.4% | $78,778-90.3% | $147,584-94.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,163 | $2,796-58.4% | $1,986-41.4% | $4,876-76.1% |
| Participant deferral / active EE | $6,282 | $3,664+71.5% | $2,958+112.3% | $5,439+15.5% |
| Admin fee / account holder | $17 | $7,155-99.8% | $5,134-99.7% | $10,885-99.8% |