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 | $5,455 | $106,543-94.9% | $91,220-94.0% | $134,475-95.9% |
| Participation rate | 81.3% | 76.8%+4.4pp | 73.2%+8.1pp | 81.2%0pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,852 | $3,331-44.4% | $2,850-35.0% | $4,740-60.9% |
| Participant deferral / active EE | $2,660 | $4,719-43.6% | $4,234-37.2% | $6,400-58.4% |
| Admin fee / account holder | -$62 | $6,231-101.0% | $5,420-101.1% | $11,426-100.5% |