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 6-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 | $6,301 | $112,881-94.4% | $90,951-93.1% | $158,922-96.0% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $923 | $2,893-68.1% | $2,122-56.5% | $4,761-80.6% |
| Participant deferral / active EE | $5,074 | $4,128+22.9% | $3,373+50.4% | $5,982-15.2% |
| Admin fee / account holder | $115 | $8,041-98.6% | $5,959-98.1% | $11,246-99.0% |