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 4-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 | $8,639 | $124,185-93.0% | $108,410-92.0% | $167,490-94.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,993 | $4,187-28.5% | $3,558-15.9% | $4,837-38.1% |
| Participant deferral / active EE | $5,427 | $6,908-21.4% | $6,563-17.3% | $6,341-14.4% |
| Admin fee / account holder | $54 | $9,455-99.4% | $7,295-99.3% | $12,309-99.6% |