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 3-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 | $7,927 | $185,822-95.7% | $169,993-95.3% | $139,434-94.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,073 | $7,590-72.7% | $6,785-69.4% | $4,751-56.4% |
| Participant deferral / active EE | $4,914 | $11,622-57.7% | $10,408-52.8% | $6,710-26.8% |
| Admin fee / account holder | $208 | $15,381-98.6% | $12,815-98.4% | $11,403-98.2% |