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 | $15,848 | $180,449-91.2% | $154,107-89.7% | $135,375-88.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,579 | $6,035-57.3% | $5,298-51.3% | $4,779-46.0% |
| Participant deferral / active EE | $14,386 | $5,806+147.8% | $5,081+183.2% | $5,609+156.5% |
| Admin fee / account holder | $122 | $16,143-99.2% | $13,411-99.1% | $10,827-98.9% |