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 | $6,521 | $175,202-96.3% | $149,673-95.6% | $139,434-95.3% |
| Participation rate | 72.2% | 83.4%-11.2pp | 78.8%-6.5pp | 80.3%-8.1pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,863 | $5,474-66.0% | $4,818-61.3% | $4,751-60.8% |
| Participant deferral / active EE | $2,824 | $6,519-56.7% | $5,680-50.3% | $6,710-57.9% |
| Admin fee / account holder | $3 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |