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 | $15,227 | $197,591-92.3% | $177,821-91.4% | $158,922-90.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,862 | $6,697-72.2% | $5,918-68.5% | $4,761-60.9% |
| Participant deferral / active EE | $10,092 | $8,405+20.1% | $7,714+30.8% | $5,982+68.7% |
| Admin fee / account holder | $74 | $15,399-99.5% | $12,427-99.4% | $11,246-99.3% |