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 | $13,322 | $171,865-92.2% | $149,718-91.1% | $147,584-91.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $5,512 | $6,275-12.2% | $5,445+1.2% | $4,876+13.0% |
| Participant deferral / active EE | $6,871 | $7,271-5.5% | $6,569+4.6% | $5,439+26.3% |
| Admin fee / account holder | $5 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |