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 | $7,984 | $77,145-89.7% | $108,410-92.6% | $85,850-90.7% |
| Participation rate | 80.9% | 74.7%+6.2pp | 80.1%+0.8pp | 69.3%+11.6pp |
| Annual return | 0.00% | 44.54%-44.5pp | 905.27%-905.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,348 | $2,379-43.3% | $3,558-62.1% | $2,565-47.4% |
| Participant deferral / active EE | $3,382 | $5,566-39.2% | $6,563-48.5% | $3,952-14.4% |
| Admin fee / account holder | $42 | $5,172-99.2% | $7,295-99.4% | $6,260-99.3% |