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 | $7,219 | $118,849-93.9% | $96,562-92.5% | $167,490-95.7% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,312 | $3,120-57.9% | $2,356-44.3% | $4,837-72.9% |
| Participant deferral / active EE | $5,681 | $4,616+23.1% | $3,849+47.6% | $6,341-10.4% |
| Admin fee / account holder | $28 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |