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 | $9,384 | $100,041-90.6% | $149,718-93.7% | $70,131-86.6% |
| Participation rate | 76.3% | 83.6%-7.3pp | 87.1%-10.8pp | 69.5%+6.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 1501.63%-1501.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,167 | $4,983+43.9% | $6,569+9.1% | $3,332+115.1% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |