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 7-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 | $10,495 | $157,256-93.3% | $141,162-92.6% | $152,861-93.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,125 | $5,261-40.6% | $4,735-34.0% | $4,762-34.4% |
| Participant deferral / active EE | $4,904 | $7,109-31.0% | $6,709-26.9% | $5,850-16.2% |
| Admin fee / account holder | $51 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |