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 | $7,374 | $97,757-92.5% | $83,848-91.2% | $135,375-94.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,372 | $4,222-20.1% | $3,631-7.1% | $4,779-29.4% |
| Participant deferral / active EE | $8,739 | $4,682+86.6% | $4,082+114.1% | $5,609+55.8% |
| Admin fee / account holder | $194 | $6,674-97.1% | $5,478-96.5% | $10,827-98.2% |