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 | $3,446 | $110,261-96.9% | $95,745-96.4% | $139,434-97.5% |
| Participation rate | 92.3% | 75.8%+16.6pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $771 | $3,257-76.3% | $2,835-72.8% | $4,751-83.8% |
| Participant deferral / active EE | $2,212 | $4,676-52.7% | $4,245-47.9% | $6,710-67.0% |
| Admin fee / account holder | $85 | $6,613-98.7% | $5,678-98.5% | $11,403-99.3% |