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 | $9,675 | $138,065-93.0% | $123,544-92.2% | $135,375-92.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,610 | $5,151-68.7% | $4,628-65.2% | $4,779-66.3% |
| Participant deferral / active EE | $8,657 | $6,799+27.3% | $6,426+34.7% | $5,609+54.3% |
| Admin fee / account holder | $222 | $10,916-98.0% | $9,284-97.6% | $10,827-97.9% |