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 | $6,293 | $138,044-95.4% | $125,339-95.0% | $134,475-95.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,270 | $5,243-37.6% | $4,814-32.1% | $4,740-31.0% |
| Participant deferral / active EE | $4,484 | $7,799-42.5% | $7,446-39.8% | $6,400-29.9% |
| Admin fee / account holder | $158 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |