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 5-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 | $20,082 | $98,750-79.7% | $149,696-86.6% | $79,858-74.9% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.5%-11.4pp | 69.6%+1.5pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,416 | $3,216-56.0% | $4,644-69.5% | $2,471-42.7% |
| Participant deferral / active EE | $3,678 | $5,680-35.2% | $6,842-46.2% | $3,740-1.7% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |