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 | $23,961 | $217,402-89.0% | $185,823-87.1% | $167,490-85.7% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,349 | $5,873-77.0% | $5,167-73.9% | $4,837-72.1% |
| Participant deferral / active EE | $6,635 | $6,356+4.4% | $5,568+19.2% | $6,341+4.6% |
| Admin fee / account holder | $99 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |