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 | $6,750 | $99,957-93.2% | $149,696-95.5% | $73,488-90.8% |
| Participation rate | 74.5% | 75.7%-1.2pp | 82.5%-7.9pp | 70.7%+3.8pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,688 | $3,191-47.1% | $4,644-63.7% | $2,270-25.6% |
| Participant deferral / active EE | $3,216 | $6,073-47.0% | $6,842-53.0% | $3,740-14.0% |
| Admin fee / account holder | $241 | $551-56.2% | $9,309-97.4% | $513-53.0% |