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 | $14,631 | $138,044-89.4% | $125,339-88.3% | $134,475-89.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,837 | $5,243-26.8% | $4,814-20.3% | $4,740-19.1% |
| Participant deferral / active EE | $9,280 | $7,799+19.0% | $7,446+24.6% | $6,400+45.0% |
| Admin fee / account holder | $171 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |