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 | $6,801 | $97,757-93.0% | $83,848-91.9% | $135,375-95.0% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,097 | $4,222-50.3% | $3,631-42.2% | $4,779-56.1% |
| Participant deferral / active EE | $4,154 | $4,682-11.3% | $4,082+1.8% | $5,609-25.9% |
| Admin fee / account holder | $148 | $6,674-97.8% | $5,478-97.3% | $10,827-98.6% |