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 | $11,630 | $89,355-87.0% | $141,162-91.8% | $72,985-84.1% |
| Participation rate | 77.2% | 75.1%+2.1pp | 82.5%-5.3pp | 69.5%+7.7pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,065 | $3,114-33.7% | $4,735-56.4% | $2,440-15.4% |
| Participant deferral / active EE | $5,227 | $5,418-3.5% | $6,709-22.1% | $3,607+44.9% |
| Admin fee / account holder | $158 | $5,958-97.3% | $10,261-98.5% | $5,124-96.9% |