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 4-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 | $12,659 | $167,484-92.4% | $151,611-91.7% | $134,475-90.6% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,207 | $6,829-67.7% | $6,166-64.2% | $4,740-53.4% |
| Participant deferral / active EE | $9,012 | $8,986+0.3% | $8,363+7.7% | $6,400+40.8% |
| Admin fee / account holder | $56 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |