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 | $23,830 | $209,411-88.6% | $178,490-86.6% | $158,922-85.0% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,770 | $5,706-51.5% | $5,011-44.7% | $4,761-41.8% |
| Participant deferral / active EE | $6,181 | $5,954+3.8% | $5,202+18.8% | $5,982+3.3% |
| Admin fee / account holder | $49 | $17,074-99.7% | $13,984-99.6% | $11,246-99.6% |