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 | $7,899 | $110,257-92.8% | $96,544-91.8% | $139,434-94.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 0.00% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,840 | $3,620-49.2% | $2,965-37.9% | $4,751-61.3% |
| Participant deferral / active EE | $4,934 | $5,548-11.1% | $4,851+1.7% | $6,710-26.5% |
| Admin fee / account holder | $183 | $11,591-98.4% | $8,252-97.8% | $11,403-98.4% |