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 6-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 | $9,164 | $98,750-90.7% | $149,696-93.9% | $79,858-88.5% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,932 | $3,216-39.9% | $4,644-58.4% | $2,471-21.8% |
| Participant deferral / active EE | $4,293 | $5,680-24.4% | $6,842-37.2% | $3,740+14.8% |
| Admin fee / account holder | $44 | $6,053-99.3% | $9,309-99.5% | $5,306-99.2% |