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 | $7,294 | $227,553-96.8% | $189,557-96.2% | $167,490-95.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,013 | $5,316-62.1% | $4,412-54.4% | $4,837-58.4% |
| Participant deferral / active EE | $5,267 | $7,002-24.8% | $6,174-14.7% | $6,341-16.9% |
| Admin fee / account holder | $25 | $11,878-99.8% | $9,807-99.7% | $12,309-99.8% |