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 3-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 | $8,650 | $133,958-93.5% | $112,228-92.3% | $134,475-93.6% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,413 | $4,038-40.2% | $3,635-33.6% | $4,740-49.1% |
| Participant deferral / active EE | $5,527 | $5,291+4.5% | $4,728+16.9% | $6,400-13.6% |
| Admin fee / account holder | $15 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |