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 | $15,546 | $155,788-90.0% | $124,672-87.5% | $167,490-90.7% |
| Participation rate | 77.8% | 81.1%-3.3pp | 74.6%+3.2pp | 82.1%-4.3pp |
| Annual return | 0.00% | 17.97%-18.0pp | 5142.93%-5142.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,546 | $4,163-14.8% | $3,324+6.7% | $4,837-26.7% |
| Participant deferral / active EE | $3,765 | $5,673-33.6% | $4,614-18.4% | $6,341-40.6% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |