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 10-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 | $5,425 | $168,632-96.8% | $147,614-96.3% | $125,391-95.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,338 | $6,252-62.6% | $5,564-58.0% | $4,866-52.0% |
| Participant deferral / active EE | $3,450 | $5,507-37.4% | $4,895-29.5% | $5,352-35.5% |
| Admin fee / account holder | $225 | $13,580-98.3% | $11,611-98.1% | $9,540-97.6% |