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 | $4,126 | $85,766-95.2% | $136,294-97.0% | $70,131-94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,272 | $2,966-57.1% | $4,695-72.9% | $2,342-45.7% |
| Participant deferral / active EE | $2,882 | $5,051-42.9% | $6,247-53.9% | $3,332-13.5% |
| Admin fee / account holder | $12 | $5,420-99.8% | $9,243-99.9% | $4,645-99.7% |