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 | $10,528 | $197,591-94.7% | $177,821-94.1% | $158,922-93.4% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,079 | $6,697-54.0% | $5,918-48.0% | $4,761-35.3% |
| Participant deferral / active EE | $4,950 | $8,405-41.1% | $7,714-35.8% | $5,982-17.3% |
| Admin fee / account holder | $2 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |