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 | $10,625 | $58,927-82.0% | $76,817-86.2% | $72,985-85.4% |
| Participation rate | 92.3% | 67.3%+25.0pp | 72.1%+20.2pp | 69.5%+22.8pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.11%-1166.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,804 | $2,690-32.9% | $3,336-45.9% | $3,607-50.0% |
| Admin fee / account holder | $90 | $4,013-97.7% | $6,420-98.6% | $5,124-98.2% |