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 | $14,665 | $159,602-90.8% | $150,045-90.2% | $142,382-89.7% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 0.00% | 70.24%-70.2pp | 62.55%-62.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,733 | $4,961-44.9% | $4,693-41.8% | $4,299-36.4% |
| Participant deferral / active EE | $7,718 | $8,310-7.1% | $7,997-3.5% | $6,507+18.6% |
| Admin fee / account holder | $92 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |