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 5-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 | $12,464 | $209,832-94.1% | $189,513-93.4% | $167,490-92.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,247 | $6,914-53.0% | $6,162-47.3% | $4,837-32.9% |
| Participant deferral / active EE | $8,433 | $8,935-5.6% | $8,221+2.6% | $6,341+33.0% |
| Admin fee / account holder | $51 | $14,293-99.6% | $12,045-99.6% | $12,309-99.6% |