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 6-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 | $3,462 | $152,587-97.7% | $125,175-97.2% | $152,861-97.7% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.4%+10.4pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,046 | $4,946-78.9% | $3,865-72.9% | $4,762-78.0% |
| Participant deferral / active EE | $2,014 | $5,868-65.7% | $4,937-59.2% | $5,850-65.6% |
| Admin fee / account holder | $15 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |