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 9-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 | $8,739 | $73,515-88.1% | $62,995-86.1% | $147,584-94.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,060 | $3,320-38.0% | $2,759-25.3% | $4,876-57.8% |
| Participant deferral / active EE | $6,339 | $4,185+51.5% | $3,329+90.4% | $5,439+16.5% |
| Admin fee / account holder | $90 | $5,953-98.5% | $3,600-97.5% | $10,885-99.2% |