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 | $16,236 | $180,449-91.0% | $154,107-89.5% | $135,375-88.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,616 | $6,035-56.7% | $5,298-50.6% | $4,779-45.3% |
| Participant deferral / active EE | $7,247 | $5,806+24.8% | $5,081+42.7% | $5,609+29.2% |
| Admin fee / account holder | $10 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |