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 9-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 | $13,818 | $150,440-90.8% | $136,294-89.9% | $147,584-90.6% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,912 | $5,256-44.6% | $4,695-38.0% | $4,876-40.3% |
| Participant deferral / active EE | $9,231 | $6,630+39.2% | $6,247+47.8% | $5,439+69.7% |
| Admin fee / account holder | $225 | $10,905-97.9% | $9,243-97.6% | $10,885-97.9% |