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 | $9,866 | $227,553-95.7% | $189,557-94.8% | $167,490-94.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,760 | $5,316-29.3% | $4,412-14.8% | $4,837-22.3% |
| Participant deferral / active EE | $5,640 | $7,002-19.5% | $6,174-8.6% | $6,341-11.1% |
| Admin fee / account holder | $18 | $11,878-99.8% | $9,807-99.8% | $12,309-99.9% |