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 | $12,577 | $176,056-92.9% | $159,436-92.1% | $167,490-92.5% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,813 | $5,297-65.8% | $4,829-62.5% | $4,837-62.5% |
| Participant deferral / active EE | $2,574 | $7,750-66.8% | $7,352-65.0% | $6,341-59.4% |
| Admin fee / account holder | $215 | $12,554-98.3% | $10,799-98.0% | $12,309-98.3% |