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 | $6,636 | $77,634-91.5% | $156,549-95.8% | $62,891-89.4% |
| Participation rate | 87.5% | 71.2%+16.3pp | 84.0%+3.5pp | 69.3%+18.2pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,784 | $3,444-48.2% | $5,501-67.6% | $2,281-21.8% |
| Participant deferral / active EE | $3,750 | $3,045+23.1% | $4,871-23.0% | $3,203+17.1% |
| Admin fee / account holder | $131 | $5,561-97.6% | $13,027-99.0% | $4,296-96.9% |