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 4-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 | $22,060 | $155,788-85.8% | $124,672-82.3% | $167,490-86.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 17.97%-18.0pp | 5142.93%-5142.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $5,896 | $4,163+41.6% | $3,324+77.4% | $4,837+21.9% |
| Participant deferral / active EE | $15,188 | $5,673+167.7% | $4,614+229.1% | $6,341+139.5% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |