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 8-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 | $5,247 | $95,971-94.5% | $74,550-93.0% | $135,375-96.1% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,009 | $2,716-62.9% | $1,961-48.5% | $4,779-78.9% |
| Participant deferral / active EE | $4,363 | $3,843+13.5% | $3,108+40.4% | $5,609-22.2% |
| Admin fee / account holder | $78 | $6,522-98.8% | $5,060-98.5% | $10,827-99.3% |