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 | $6,697 | $82,664-91.9% | $125,339-94.7% | $68,494-90.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,068 | $3,381-68.4% | $4,814-77.8% | $2,596-58.9% |
| Participant deferral / active EE | $3,229 | $6,110-47.2% | $7,446-56.6% | $4,027-19.8% |
| Admin fee / account holder | $102 | $6,275-98.4% | $10,010-99.0% | $5,403-98.1% |