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 | $6,262 | $99,640-93.7% | $86,436-92.8% | $134,475-95.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,590 | $4,400-41.2% | $3,769-31.3% | $4,740-45.4% |
| Participant deferral / active EE | $3,749 | $7,246-48.3% | $6,952-46.1% | $6,400-41.4% |
| Admin fee / account holder | $90 | $8,371-98.9% | $6,731-98.7% | $11,426-99.2% |