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 | $8,444 | $202,432-95.8% | $169,368-95.0% | $139,434-93.9% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 0.00% | 531.74%-531.7pp | 405.60%-405.6pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,129 | $4,692-54.6% | $4,013-46.9% | $4,751-55.2% |
| Participant deferral / active EE | $4,534 | $6,938-34.6% | $6,221-27.1% | $6,710-32.4% |
| Admin fee / account holder | $204 | $10,708-98.1% | $9,003-97.7% | $11,403-98.2% |