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 | $5,709 | $92,703-93.8% | $82,719-93.1% | $134,475-95.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,179 | $3,274+27.7% | $3,009+38.9% | $4,740-11.8% |
| Participant deferral / active EE | $4,626 | $4,802-3.7% | $4,395+5.2% | $6,400-27.7% |
| Admin fee / account holder | $232 | $5,983-96.1% | $5,329-95.6% | $11,426-98.0% |