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 | $8,256 | $52,953-84.4% | $172,739-95.2% | $65,185-87.3% |
| Participation rate | 80.4% | 66.2%+14.2pp | 82.6%-2.3pp | 70.2%+10.2pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $3,788 | $2,190+73.0% | $5,143-26.3% | $2,177+74.0% |
| Participant deferral / active EE | $4,073 | $2,471+64.9% | $5,198-21.6% | $3,514+15.9% |
| Admin fee / account holder | $121 | $472-74.4% | $13,954-99.1% | $847-85.7% |