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 9-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 | $8,284 | $171,865-95.2% | $149,718-94.5% | $147,584-94.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,885 | $6,275-70.0% | $5,445-65.4% | $4,876-61.3% |
| Participant deferral / active EE | $5,925 | $7,271-18.5% | $6,569-9.8% | $5,439+8.9% |
| Admin fee / account holder | $65 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |