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 10-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 | $21,043 | $150,440-86.0% | $136,294-84.6% | $147,584-85.7% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,022 | $5,256-61.5% | $4,695-56.9% | $4,876-58.5% |
| Participant deferral / active EE | $2,181 | $6,630-67.1% | $6,247-65.1% | $5,439-59.9% |
| Admin fee / account holder | $15 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |