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 8-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 | $4,699 | $57,354-91.8% | $83,848-94.4% | $64,186-92.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,264 | $2,545+28.2% | $3,631-10.1% | $2,381+37.1% |
| Participant deferral / active EE | $1,435 | $2,993-52.1% | $4,082-64.8% | $3,470-58.6% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |