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 | $7,606 | $176,377-95.7% | $134,143-94.3% | $158,922-95.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 63.63%-63.6pp | 36.33%-36.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $161 | $5,040-96.8% | $3,704-95.6% | $4,761-96.6% |
| Participant deferral / active EE | $6,668 | $4,091+63.0% | $3,499+90.6% | $5,982+11.5% |
| Admin fee / account holder | $6 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |