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 | $2,029 | $77,660-97.4% | $109,143-98.1% | $79,386-97.4% |
| Participation rate | 83.9% | 67.8%+16.1pp | 75.9%+8.1pp | 70.7%+13.2pp |
| Annual return | 0.00% | 23.44%-23.4pp | 25.75%-25.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $1,780 | $2,797-36.4% | $3,722-52.2% | $2,427-26.7% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $7 | $732-99.0% | $6,752-99.9% | $626-98.9% |