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 | $6,277 | $102,966-93.9% | $90,281-93.0% | $152,861-95.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $611 | $3,139-80.5% | $2,854-78.6% | $4,762-87.2% |
| Participant deferral / active EE | $3,801 | $4,281-11.2% | $3,885-2.2% | $5,850-35.0% |
| Admin fee / account holder | $23 | $6,171-99.6% | $5,351-99.6% | $11,596-99.8% |