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 | $9,512 | $118,680-92.0% | $98,907-90.4% | $158,922-94.0% |
| Participation rate | 82.4% | 77.8%+4.5pp | 76.0%+6.3pp | 82.0%+0.4pp |
| Annual return | 0.00% | 372.35%-372.4pp | 196.43%-196.4pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,004 | $3,333-39.9% | $2,689-25.5% | $4,761-57.9% |
| Participant deferral / active EE | $5,787 | $5,088+13.7% | $4,244+36.3% | $5,982-3.3% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |