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 | $5,132 | $127,777-96.0% | $106,548-95.2% | $167,490-96.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 33.87%-33.9pp | 26.80%-26.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,520 | $3,427-26.5% | $2,819-10.6% | $4,837-47.9% |
| Participant deferral / active EE | $2,520 | $5,087-50.5% | $4,398-42.7% | $6,341-60.3% |
| Admin fee / account holder | $3 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |