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 7-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 | $18,166 | $183,963-90.1% | $162,163-88.8% | $152,861-88.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $6,213 | $6,371-2.5% | $5,614+10.7% | $4,762+30.5% |
| Participant deferral / active EE | $16,334 | $8,034+103.3% | $7,298+123.8% | $5,850+179.2% |
| Admin fee / account holder | $229 | $13,121-98.3% | $10,843-97.9% | $11,596-98.0% |