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 | $13,317 | $148,534-91.0% | $135,903-90.2% | $139,434-90.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,817 | $5,243-27.2% | $4,856-21.4% | $4,751-19.7% |
| Participant deferral / active EE | $8,399 | $8,100+3.7% | $7,758+8.3% | $6,710+25.2% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |