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 | $8,898 | $109,327-91.9% | $89,391-90.0% | $158,922-94.4% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,443 | $3,170+8.6% | $2,586+33.2% | $4,761-27.7% |
| Participant deferral / active EE | $5,736 | $4,598+24.8% | $3,890+47.5% | $5,982-4.1% |
| Admin fee / account holder | $10 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |