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 9-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 | $14,340 | $98,240-85.4% | $82,313-82.6% | $147,584-90.3% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,086 | $3,192-66.0% | $2,428-55.3% | $4,876-77.7% |
| Participant deferral / active EE | $2,674 | $4,383-39.0% | $3,706-27.8% | $5,439-50.8% |
| Admin fee / account holder | $141 | $8,563-98.4% | $5,608-97.5% | $10,885-98.7% |