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 3-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 | $10,125 | $138,044-92.7% | $125,339-91.9% | $134,475-92.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,186 | $5,243-58.3% | $4,814-54.6% | $4,740-53.9% |
| Participant deferral / active EE | $6,671 | $7,799-14.5% | $7,446-10.4% | $6,400+4.2% |
| Admin fee / account holder | $237 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |