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 10-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 | $7,773 | $52,519-85.2% | $155,790-95.0% | $59,632-87.0% |
| Participation rate | 85.2% | 61.7%+23.5pp | 76.1%+9.1pp | 68.7%+16.5pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,816 | $1,589+14.2% | $3,836-52.7% | $2,203-17.6% |
| Participant deferral / active EE | $4,396 | $3,084+42.5% | $4,797-8.4% | $3,192+37.7% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,478-100.0% | $4,297-100.0% |