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 | $6,210 | $77,899-92.0% | $149,673-95.9% | $75,163-91.7% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $3,571 | $3,137+13.8% | $4,818-25.9% | $2,670+33.8% |
| Participant deferral / active EE | $1,751 | $3,411-48.7% | $5,680-69.2% | $4,125-57.5% |
| Admin fee / account holder | $35 | $5,956-99.4% | $13,210-99.7% | $5,651-99.4% |