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 | $8,842 | $118,849-92.6% | $96,562-90.8% | $167,490-94.7% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,288 | $3,120-58.7% | $2,356-45.4% | $4,837-73.4% |
| Participant deferral / active EE | $4,860 | $4,616+5.3% | $3,849+26.3% | $6,341-23.4% |
| Admin fee / account holder | $177 | $8,065-97.8% | $6,181-97.1% | $12,309-98.6% |