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 | $6,372 | $55,706-88.6% | $75,886-91.6% | $72,985-91.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $5,108 | $1,687+202.9% | $2,500+104.3% | $2,440+109.4% |
| Participant deferral / active EE | $2,537 | $2,634-3.7% | $3,603-29.6% | $3,607-29.7% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |