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 | $23,254 | $135,635-82.9% | $110,238-78.9% | $135,375-82.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,784 | $4,906-2.5% | $3,826+25.0% | $4,779+0.1% |
| Participant deferral / active EE | $4,510 | $5,506-18.1% | $4,672-3.5% | $5,609-19.6% |
| Admin fee / account holder | $5 | $11,457-100.0% | $8,547-99.9% | $10,827-100.0% |