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 8-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 | $15,641 | $135,635-88.5% | $110,238-85.8% | $135,375-88.4% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,821 | $4,906-42.5% | $3,826-26.3% | $4,779-41.0% |
| Participant deferral / active EE | $4,153 | $5,506-24.6% | $4,672-11.1% | $5,609-25.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |