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 9-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 | $27,533 | $144,119-80.9% | $117,854-76.6% | $147,584-81.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $15,420 | $4,896+214.9% | $3,786+307.3% | $4,876+216.2% |
| Participant deferral / active EE | $8,283 | $5,316+55.8% | $4,482+84.8% | $5,439+52.3% |
| Admin fee / account holder | $62 | $10,886-99.4% | $8,020-99.2% | $10,885-99.4% |