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 | $23,246 | $150,440-84.5% | $136,294-82.9% | $147,584-84.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,124 | $5,256-78.6% | $4,695-76.1% | $4,876-77.0% |
| Participant deferral / active EE | $2,154 | $6,630-67.5% | $6,247-65.5% | $5,439-60.4% |
| Admin fee / account holder | $143 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |