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 | $11,472 | $180,449-93.6% | $154,107-92.6% | $135,375-91.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,598 | $6,035-73.5% | $5,298-69.8% | $4,779-66.6% |
| Participant deferral / active EE | $6,752 | $5,806+16.3% | $5,081+32.9% | $5,609+20.4% |
| Admin fee / account holder | $73 | $16,143-99.5% | $13,411-99.5% | $10,827-99.3% |