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 | $5,444 | $104,106-94.8% | $71,086-92.3% | $135,375-96.0% |
| Participation rate | 80.0% | 65.7%+14.3pp | 54.7%+25.3pp | 82.6%-2.6pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,047 | $1,485-29.5% | $1,088-3.7% | $4,779-78.1% |
| Participant deferral / active EE | $4,900 | $2,527+93.9% | $1,874+161.4% | $5,609-12.6% |
| Admin fee / account holder | $36 | $4,142-99.1% | $3,082-98.8% | $10,827-99.7% |