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 3-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 | $4,142 | $105,126-96.1% | $94,646-95.6% | $139,434-97.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $6,880 | $4,106+67.6% | $3,672+87.4% | $4,751+44.8% |
| Participant deferral / active EE | $7,372 | $7,599-3.0% | $7,418-0.6% | $6,710+9.9% |
| Admin fee / account holder | $154 | $8,984-98.3% | $7,231-97.9% | $11,403-98.7% |