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 | $10,234 | $85,766-88.1% | $136,294-92.5% | $70,131-85.4% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,526 | $2,966-14.8% | $4,695-46.2% | $2,342+7.8% |
| Participant deferral / active EE | $5,265 | $5,051+4.2% | $6,247-15.7% | $3,332+58.0% |
| Admin fee / account holder | $235 | $5,420-95.7% | $9,243-97.5% | $4,645-94.9% |