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 9-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 | $12,278 | $105,998-88.4% | $92,233-86.7% | $147,584-91.7% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,035 | $4,333-30.0% | $3,679-17.5% | $4,876-37.8% |
| Participant deferral / active EE | $7,702 | $4,478+72.0% | $3,897+97.7% | $5,439+41.6% |
| Admin fee / account holder | $46 | $6,332-99.3% | $5,194-99.1% | $10,885-99.6% |