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 | $16,195 | $98,750-83.6% | $149,696-89.2% | $79,858-79.7% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,669 | $3,216+45.2% | $4,644+0.5% | $2,471+89.0% |
| Participant deferral / active EE | $6,959 | $5,680+22.5% | $6,842+1.7% | $3,740+86.1% |
| Admin fee / account holder | $137 | $6,053-97.7% | $9,309-98.5% | $5,306-97.4% |