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 | $4,165 | $60,124-93.1% | $90,404-95.4% | $79,858-94.8% |
| Participation rate | 77.8% | 65.0%+12.8pp | 72.7%+5.1pp | 69.6%+8.1pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $546 | $2,068-73.6% | $3,262-83.3% | $2,471-77.9% |
| Participant deferral / active EE | $907 | $2,938-69.1% | $3,963-77.1% | $3,740-75.7% |
| Admin fee / account holder | $88 | $3,976-97.8% | $5,611-98.4% | $5,306-98.3% |