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 6-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 | $15,586 | $183,963-91.5% | $162,163-90.4% | $152,861-89.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,539 | $6,371-75.8% | $5,614-72.6% | $4,762-67.7% |
| Participant deferral / active EE | $2,991 | $8,034-62.8% | $7,298-59.0% | $5,850-48.9% |
| Admin fee / account holder | $144 | $13,121-98.9% | $10,843-98.7% | $11,596-98.8% |