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 | $21,766 | $98,750-78.0% | $149,696-85.5% | $79,858-72.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,389 | $3,216+36.4% | $4,644-5.5% | $2,471+77.6% |
| Participant deferral / active EE | $8,423 | $5,680+48.3% | $6,842+23.1% | $3,740+125.2% |
| Admin fee / account holder | $33 | $6,053-99.4% | $9,309-99.6% | $5,306-99.4% |