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 3-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 | $5,733 | $183,519-96.9% | $155,509-96.3% | $145,922-96.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $2,073 | $5,313-61.0% | $4,672-55.6% | $4,660-55.5% |
| Participant deferral / active EE | $3,590 | $6,462-44.4% | $5,626-36.2% | $6,688-46.3% |
| Admin fee / account holder | $177 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |