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 | $8,651 | $157,256-94.5% | $141,162-93.9% | $152,861-94.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,563 | $5,261-51.3% | $4,735-45.9% | $4,762-46.2% |
| Participant deferral / active EE | $4,126 | $7,109-42.0% | $6,709-38.5% | $5,850-29.5% |
| Admin fee / account holder | $6 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |