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 | $7,286 | $114,047-93.6% | $96,139-92.4% | $167,490-95.6% |
| Participation rate | 91.7% | 75.1%+16.6pp | 68.4%+23.2pp | 82.1%+9.6pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,458 | $3,427-28.3% | $2,797-12.1% | $4,837-49.2% |
| Participant deferral / active EE | $4,533 | $5,194-12.7% | $4,349+4.2% | $6,341-28.5% |
| Admin fee / account holder | $277 | $6,897-96.0% | $5,537-95.0% | $12,309-97.7% |