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 | $8,698 | $97,757-91.1% | $83,848-89.6% | $135,375-93.6% |
| Participation rate | 89.5% | 80.0%+9.5pp | 76.1%+13.3pp | 82.6%+6.8pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,655 | $4,222-60.8% | $3,631-54.4% | $4,779-65.4% |
| Participant deferral / active EE | $6,673 | $4,682+42.5% | $4,082+63.5% | $5,609+19.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |