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 | $7,387 | $115,770-93.6% | $101,248-92.7% | $158,922-95.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,324 | $4,175-68.3% | $3,660-63.8% | $4,761-72.2% |
| Participant deferral / active EE | $3,799 | $4,957-23.4% | $4,370-13.1% | $5,982-36.5% |
| Admin fee / account holder | $56 | $7,245-99.2% | $5,945-99.1% | $11,246-99.5% |