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 7-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 | $6,390 | $58,927-89.2% | $76,817-91.7% | $72,985-91.2% |
| Participation rate | 75.8% | 67.3%+8.5pp | 72.1%+3.7pp | 69.5%+6.3pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.11%-1166.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,110 | $1,787-37.9% | $2,302-51.8% | $2,440-54.5% |
| Participant deferral / active EE | $3,461 | $2,690+28.6% | $3,336+3.7% | $3,607-4.1% |
| Admin fee / account holder | $142 | $4,013-96.5% | $6,420-97.8% | $5,124-97.2% |