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 6-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 | $18,613 | $209,411-91.1% | $178,490-89.6% | $158,922-88.3% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,377 | $5,706-75.9% | $5,011-72.5% | $4,761-71.1% |
| Participant deferral / active EE | $5,825 | $5,954-2.2% | $5,202+12.0% | $5,982-2.6% |
| Admin fee / account holder | $142 | $17,074-99.2% | $13,984-99.0% | $11,246-98.7% |