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 4-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 | $7,328 | $105,126-93.0% | $94,646-92.3% | $139,434-94.7% |
| Participation rate | 73.3% | 82.4%-9.0pp | 80.8%-7.5pp | 80.3%-7.0pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,093 | $4,106-49.0% | $3,672-43.0% | $4,751-55.9% |
| Participant deferral / active EE | $3,350 | $7,599-55.9% | $7,418-54.8% | $6,710-50.1% |
| Admin fee / account holder | $139 | $8,984-98.5% | $7,231-98.1% | $11,403-98.8% |