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 | $11,967 | $157,256-92.4% | $141,162-91.5% | $152,861-92.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $9,595 | $5,261+82.4% | $4,735+102.6% | $4,762+101.5% |
| Participant deferral / active EE | $6,785 | $7,109-4.6% | $6,709+1.1% | $5,850+16.0% |
| Admin fee / account holder | $94 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |