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 9-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 | $4,489 | $54,541-91.8% | $78,778-94.3% | $70,131-93.6% |
| Participation rate | 73.3% | 60.8%+12.5pp | 69.2%+4.1pp | 69.5%+3.8pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,387 | $1,089+27.4% | $1,986-30.2% | $2,342-40.8% |
| Participant deferral / active EE | $1,826 | $2,210-17.4% | $2,958-38.3% | $3,332-45.2% |
| Admin fee / account holder | $117 | $3,709-96.8% | $5,134-97.7% | $4,645-97.5% |