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 | $3,276 | $155,788-97.9% | $124,672-97.4% | $167,490-98.0% |
| Participation rate | 83.3% | 81.1%+2.2pp | 74.6%+8.7pp | 82.1%+1.2pp |
| Annual return | 0.00% | 17.97%-18.0pp | 5142.93%-5142.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,326 | $4,163-68.2% | $3,324-60.1% | $4,837-72.6% |
| Participant deferral / active EE | $1,901 | $5,673-66.5% | $4,614-58.8% | $6,341-70.0% |
| Admin fee / account holder | $54 | $9,531-99.4% | $7,493-99.3% | $12,309-99.6% |