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 7-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 | $4,167 | $226,064-98.2% | $182,532-97.7% | $152,861-97.3% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,793 | $4,978-64.0% | $4,076-56.0% | $4,762-62.4% |
| Participant deferral / active EE | $2,668 | $6,368-58.1% | $5,524-51.7% | $5,850-54.4% |
| Admin fee / account holder | $73 | $10,703-99.3% | $8,592-99.2% | $11,596-99.4% |