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 7-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 | $4,103 | $226,064-98.2% | $182,532-97.8% | $152,861-97.3% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.0%+8.7pp | 82.4%+4.2pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,183 | $4,978-56.1% | $4,076-46.4% | $4,762-54.2% |
| Participant deferral / active EE | $1,608 | $6,368-74.7% | $5,524-70.9% | $5,850-72.5% |
| Admin fee / account holder | $36 | $10,703-99.7% | $8,592-99.6% | $11,596-99.7% |