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 3-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 | $6,960 | $91,538-92.4% | $129,995-94.6% | $75,163-90.7% |
| Participation rate | 97.3% | 71.4%+25.9pp | 78.5%+18.8pp | 67.2%+30.1pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,064 | $2,845-27.5% | $4,320-52.2% | $2,670-22.7% |
| Participant deferral / active EE | $4,667 | $4,341+7.5% | $5,820-19.8% | $4,125+13.1% |
| Admin fee / account holder | $6 | $6,790-99.9% | $10,614-99.9% | $5,651-99.9% |