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 | $6,769 | $102,966-93.4% | $90,281-92.5% | $152,861-95.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,694 | $3,139-14.2% | $2,854-5.6% | $4,762-43.4% |
| Participant deferral / active EE | $5,813 | $4,281+35.8% | $3,885+49.6% | $5,850-0.6% |
| Admin fee / account holder | $51 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |