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 | $10,914 | $226,064-95.2% | $182,532-94.0% | $152,861-92.9% |
| Participation rate | 72.2% | 82.5%-10.2pp | 78.0%-5.8pp | 82.4%-10.2pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,192 | $4,978-76.0% | $4,076-70.7% | $4,762-75.0% |
| Participant deferral / active EE | $7,307 | $6,368+14.8% | $5,524+32.3% | $5,850+24.9% |
| Admin fee / account holder | $183 | $10,703-98.3% | $8,592-97.9% | $11,596-98.4% |