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 | $15,853 | $171,865-90.8% | $149,718-89.4% | $147,584-89.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $4,437 | $6,275-29.3% | $5,445-18.5% | $4,876-9.0% |
| Participant deferral / active EE | $9,299 | $7,271+27.9% | $6,569+41.6% | $5,439+71.0% |
| Admin fee / account holder | $59 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |