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 | $10,573 | $152,587-93.1% | $125,175-91.6% | $152,861-93.1% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,097 | $4,946-57.6% | $3,865-45.7% | $4,762-56.0% |
| Participant deferral / active EE | $6,502 | $5,868+10.8% | $4,937+31.7% | $5,850+11.1% |
| Admin fee / account holder | $40 | $13,434-99.7% | $9,702-99.6% | $11,596-99.7% |