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 7-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 | $28,614 | $202,318-85.9% | $172,739-83.4% | $152,861-81.3% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,007 | $5,856-48.6% | $5,143-41.5% | $4,762-36.9% |
| Participant deferral / active EE | $4,292 | $5,948-27.8% | $5,198-17.4% | $5,850-26.6% |
| Admin fee / account holder | $86 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |