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 | $13,016 | $176,056-92.6% | $159,436-91.8% | $167,490-92.2% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,571 | $5,297-51.5% | $4,829-46.8% | $4,837-46.8% |
| Participant deferral / active EE | $8,916 | $7,750+15.0% | $7,352+21.3% | $6,341+40.6% |
| Admin fee / account holder | $14 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |