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 8-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 | $9,301 | $95,971-90.3% | $74,550-87.5% | $135,375-93.1% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,424 | $2,716-10.7% | $1,961+23.6% | $4,779-49.3% |
| Participant deferral / active EE | $7,577 | $3,843+97.1% | $3,108+143.8% | $5,609+35.1% |
| Admin fee / account holder | $10 | $6,522-99.8% | $5,060-99.8% | $10,827-99.9% |