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 8-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 | $4,659 | $97,757-95.2% | $83,848-94.4% | $135,375-96.6% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,013 | $4,222-52.3% | $3,631-44.5% | $4,779-57.9% |
| Participant deferral / active EE | $2,735 | $4,682-41.6% | $4,082-33.0% | $5,609-51.2% |
| Admin fee / account holder | $78 | $6,674-98.8% | $5,478-98.6% | $10,827-99.3% |