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 | $12,468 | $105,181-88.1% | $159,436-92.2% | $85,850-85.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,756 | $3,318-16.9% | $4,829-42.9% | $2,565+7.5% |
| Participant deferral / active EE | $6,752 | $5,945+13.6% | $7,352-8.2% | $3,952+70.9% |
| Admin fee / account holder | $12 | $6,933-99.8% | $10,799-99.9% | $6,260-99.8% |