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 | $4,641 | $148,534-96.9% | $135,903-96.6% | $139,434-96.7% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,545 | $5,243-70.5% | $4,856-68.2% | $4,751-67.5% |
| Participant deferral / active EE | $3,112 | $8,100-61.6% | $7,758-59.9% | $6,710-53.6% |
| Admin fee / account holder | $180 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |