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 4-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 | $10,970 | $176,056-93.8% | $159,436-93.1% | $167,490-93.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,507 | $5,297-52.7% | $4,829-48.1% | $4,837-48.2% |
| Participant deferral / active EE | $8,207 | $7,750+5.9% | $7,352+11.6% | $6,341+29.4% |
| Admin fee / account holder | $179 | $12,554-98.6% | $10,799-98.3% | $12,309-98.5% |