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 6-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 | $6,398 | $72,277-91.1% | $101,248-93.7% | $79,858-92.0% |
| Participation rate | 76.3% | 68.5%+7.9pp | 75.8%+0.5pp | 69.6%+6.7pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,868 | $2,692-30.6% | $3,660-48.9% | $2,471-24.4% |
| Participant deferral / active EE | $3,087 | $3,282-5.9% | $4,370-29.4% | $3,740-17.5% |
| Admin fee / account holder | $41 | $4,400-99.1% | $5,945-99.3% | $5,306-99.2% |