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 | $8,185 | $165,335-95.0% | $149,696-94.5% | $158,922-94.8% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,957 | $5,103-61.6% | $4,644-57.9% | $4,761-58.9% |
| Participant deferral / active EE | $5,526 | $7,181-23.1% | $6,842-19.2% | $5,982-7.6% |
| Admin fee / account holder | $226 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |