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 4-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 | $5,415 | $147,727-96.3% | $115,756-95.3% | $134,475-96.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 73.96%-74.0pp | 143.14%-143.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,378 | $4,713-70.8% | $3,793-63.7% | $4,740-70.9% |
| Participant deferral / active EE | $4,039 | $7,563-46.6% | $6,254-35.4% | $6,400-36.9% |
| Admin fee / account holder | $1 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |