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 7-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 | $12,524 | $226,064-94.5% | $182,532-93.1% | $152,861-91.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,830 | $4,978-23.1% | $4,076-6.0% | $4,762-19.6% |
| Participant deferral / active EE | $5,391 | $6,368-15.3% | $5,524-2.4% | $5,850-7.9% |
| Admin fee / account holder | $10 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |