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 | $21,623 | $157,256-86.3% | $141,162-84.7% | $152,861-85.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,401 | $5,261-16.4% | $4,735-7.1% | $4,762-7.6% |
| Participant deferral / active EE | $16,231 | $7,109+128.3% | $6,709+141.9% | $5,850+177.4% |
| Admin fee / account holder | $174 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |