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 | $6,168 | $138,065-95.5% | $123,544-95.0% | $135,375-95.4% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,188 | $5,151-76.9% | $4,628-74.3% | $4,779-75.1% |
| Participant deferral / active EE | $2,976 | $6,799-56.2% | $6,426-53.7% | $5,609-46.9% |
| Admin fee / account holder | $11 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |