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 | $8,259 | $99,640-91.7% | $86,436-90.4% | $134,475-93.9% |
| Participation rate | 88.9% | 82.0%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,743 | $4,400-37.7% | $3,769-27.2% | $4,740-42.1% |
| Participant deferral / active EE | $4,350 | $7,246-40.0% | $6,952-37.4% | $6,400-32.0% |
| Admin fee / account holder | $3 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |