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 | $10,738 | $63,346-83.0% | $92,233-88.4% | $70,131-84.7% |
| Participation rate | 92.1% | 68.7%+23.4pp | 76.5%+15.6pp | 69.5%+22.6pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,602 | $2,471-35.2% | $3,679-56.4% | $2,342-31.6% |
| Participant deferral / active EE | $2,585 | $2,854-9.4% | $3,897-33.7% | $3,332-22.4% |
| Admin fee / account holder | $85 | $3,840-97.8% | $5,194-98.4% | $4,645-98.2% |