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 | $5,708 | $228,332-97.5% | $185,823-96.9% | $158,922-96.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,233 | $4,967-55.0% | $4,087-45.4% | $4,761-53.1% |
| Participant deferral / active EE | $2,680 | $6,415-58.2% | $5,632-52.4% | $5,982-55.2% |
| Admin fee / account holder | $1 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |