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 9-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 | $4,792 | $63,346-92.4% | $92,233-94.8% | $70,131-93.2% |
| Participation rate | 98.4% | 68.7%+29.7pp | 76.5%+21.9pp | 69.5%+28.8pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,761 | $2,471+52.2% | $3,679+2.2% | $2,342+60.6% |
| Participant deferral / active EE | $1,489 | $2,854-47.8% | $3,897-61.8% | $3,332-55.3% |
| Admin fee / account holder | $12 | $3,840-99.7% | $5,194-99.8% | $4,645-99.8% |