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 5-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 | $10,534 | $102,616-89.7% | $81,983-87.2% | $158,922-93.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 61.04%-61.0pp | 41.31%-41.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,865 | $3,240+19.3% | $2,498+54.7% | $4,761-18.8% |
| Participant deferral / active EE | $6,052 | $4,648+30.2% | $3,722+62.6% | $5,982+1.2% |
| Admin fee / account holder | $4 | $8,235-99.9% | $5,664-99.9% | $11,246-100.0% |