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 | $8,887 | $150,440-94.1% | $136,294-93.5% | $147,584-94.0% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,076 | $5,256-41.5% | $4,695-34.5% | $4,876-36.9% |
| Participant deferral / active EE | $4,771 | $6,630-28.1% | $6,247-23.6% | $5,439-12.3% |
| Admin fee / account holder | $76 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |