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 4-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 | $7,776 | $106,515-92.7% | $96,683-92.0% | $139,434-94.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,457 | $4,103-64.5% | $3,737-61.0% | $4,751-69.3% |
| Participant deferral / active EE | $4,488 | $5,454-17.7% | $4,878-8.0% | $6,710-33.1% |
| Admin fee / account holder | $138 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |