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 | $23,520 | $167,484-86.0% | $151,611-84.5% | $134,475-82.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,447 | $6,829-64.2% | $6,166-60.3% | $4,740-48.4% |
| Participant deferral / active EE | $21,675 | $8,986+141.2% | $8,363+159.2% | $6,400+238.7% |
| Admin fee / account holder | $30 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |