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 8-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 | $7,044 | $104,486-93.3% | $76,817-90.8% | $152,861-95.4% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.3pp | 82.4%+0.9pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,277 | $3,116-26.9% | $2,302-1.1% | $4,762-52.2% |
| Participant deferral / active EE | $3,947 | $4,236-6.8% | $3,336+18.3% | $5,850-32.5% |
| Admin fee / account holder | $220 | $12,275-98.2% | $6,420-96.6% | $11,596-98.1% |