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 6-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 | $5,541 | $115,770-95.2% | $101,248-94.5% | $158,922-96.5% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,772 | $4,175-57.6% | $3,660-51.6% | $4,761-62.8% |
| Participant deferral / active EE | $3,360 | $4,957-32.2% | $4,370-23.1% | $5,982-43.8% |
| Admin fee / account holder | $106 | $7,245-98.5% | $5,945-98.2% | $11,246-99.1% |