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 6-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 | $4,222 | $65,041-93.5% | $90,951-95.4% | $79,858-94.7% |
| Participation rate | 78.1% | 61.6%+16.5pp | 69.0%+9.1pp | 69.6%+8.5pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,490 | $1,247+19.4% | $2,122-29.8% | $2,471-39.7% |
| Participant deferral / active EE | $1,705 | $2,512-32.1% | $3,373-49.4% | $3,740-54.4% |
| Admin fee / account holder | $113 | $4,536-97.5% | $5,959-98.1% | $5,306-97.9% |