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 6-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 | $5,036 | $185,200-97.3% | $142,863-96.5% | $167,490-97.0% |
| Participation rate | 85.7% | 78.4%+7.3pp | 71.9%+13.8pp | 82.1%+3.6pp |
| Annual return | 0.00% | 8555.70%-8555.7pp | 5637.54%-5637.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,566 | $5,604-72.1% | $4,144-62.2% | $4,837-67.6% |
| Participant deferral / active EE | $2,609 | $4,494-41.9% | $3,837-32.0% | $6,341-58.9% |
| Admin fee / account holder | $14 | $8,031-99.8% | $6,560-99.8% | $12,309-99.9% |