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 5-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 | $13,486 | $185,200-92.7% | $142,863-90.6% | $167,490-91.9% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 0.00% | 8555.70%-8555.7pp | 5637.54%-5637.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,780 | $5,604-50.4% | $4,144-32.9% | $4,837-42.5% |
| Participant deferral / active EE | $6,859 | $4,494+52.6% | $3,837+78.8% | $6,341+8.2% |
| Admin fee / account holder | $7 | $8,031-99.9% | $6,560-99.9% | $12,309-99.9% |