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 | $8,230 | $148,534-94.5% | $135,903-93.9% | $139,434-94.1% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,225 | $5,243-57.6% | $4,856-54.2% | $4,751-53.2% |
| Participant deferral / active EE | $7,490 | $8,100-7.5% | $7,758-3.4% | $6,710+11.6% |
| Admin fee / account holder | $53 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |