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 | $12,968 | $106,890-87.9% | $84,015-84.6% | $152,861-91.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,592 | $2,734+104.5% | $1,983+181.9% | $4,762+17.4% |
| Participant deferral / active EE | $6,391 | $4,011+59.3% | $3,239+97.3% | $5,850+9.2% |
| Admin fee / account holder | $15 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |