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 | $9,815 | $755,339-98.7% | $379,746-97.4% | $158,922-93.8% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 53.41%-53.4pp | 34.90%-34.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,568 | $4,685-45.2% | $3,540-27.4% | $4,761-46.1% |
| Participant deferral / active EE | $5,934 | $7,938-25.2% | $6,024-1.5% | $5,982-0.8% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |