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 5-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 | $10,876 | $118,849-90.8% | $96,562-88.7% | $167,490-93.5% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $7,062 | $3,120+126.4% | $2,356+199.7% | $4,837+46.0% |
| Participant deferral / active EE | $2,484 | $4,616-46.2% | $3,849-35.5% | $6,341-60.8% |
| Admin fee / account holder | $45 | $8,065-99.4% | $6,181-99.3% | $12,309-99.6% |