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 6-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 | $22,675 | $123,793-81.7% | $177,821-87.2% | $79,858-71.6% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,560 | $4,095-13.1% | $5,918-39.8% | $2,471+44.1% |
| Participant deferral / active EE | $6,892 | $5,956+15.7% | $7,714-10.7% | $3,740+84.3% |
| Admin fee / account holder | $148 | $7,243-98.0% | $12,427-98.8% | $5,306-97.2% |