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 3-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 | $9,568 | $148,534-93.6% | $135,903-93.0% | $139,434-93.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,580 | $5,243-69.9% | $4,856-67.5% | $4,751-66.7% |
| Participant deferral / active EE | $7,449 | $8,100-8.0% | $7,758-4.0% | $6,710+11.0% |
| Admin fee / account holder | $6 | $12,400-100.0% | $10,762-99.9% | $11,403-99.9% |