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 7-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 | $7,297 | $76,000-90.4% | $154,107-95.3% | $64,186-88.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,252 | $3,351-62.6% | $5,298-76.4% | $2,381-47.4% |
| Participant deferral / active EE | $2,497 | $3,175-21.4% | $5,081-50.9% | $3,470-28.0% |
| Admin fee / account holder | $110 | $5,596-98.0% | $13,411-99.2% | $4,888-97.7% |