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 | $9,417 | $157,256-94.0% | $141,162-93.3% | $152,861-93.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,669 | $5,261-49.3% | $4,735-43.6% | $4,762-43.9% |
| Participant deferral / active EE | $4,488 | $7,109-36.9% | $6,709-33.1% | $5,850-23.3% |
| Admin fee / account holder | $53 | $12,120-99.6% | $10,261-99.5% | $11,596-99.5% |