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 | $4,081 | $175,202-97.7% | $149,673-97.3% | $139,434-97.1% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,563 | $5,474-71.4% | $4,818-67.6% | $4,751-67.1% |
| Participant deferral / active EE | $1,986 | $6,519-69.5% | $5,680-65.0% | $6,710-70.4% |
| Admin fee / account holder | $2 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |