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 6-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 | $16,069 | $89,355-82.0% | $141,162-88.6% | $72,985-78.0% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,619 | $3,114-15.9% | $4,735-44.7% | $2,440+7.3% |
| Participant deferral / active EE | $6,891 | $5,418+27.2% | $6,709+2.7% | $3,607+91.0% |
| Admin fee / account holder | $145 | $5,958-97.6% | $10,261-98.6% | $5,124-97.2% |