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 | $8,087 | $65,365-87.6% | $92,893-91.3% | $72,985-88.9% |
| Participation rate | 70.3% | 68.3%+2.0pp | 76.0%-5.7pp | 69.5%+0.8pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,112 | $2,594-18.6% | $3,653-42.2% | $2,440-13.4% |
| Participant deferral / active EE | $3,648 | $3,128+16.6% | $4,236-13.9% | $3,607+1.1% |
| Admin fee / account holder | $118 | $4,251-97.2% | $5,794-98.0% | $5,124-97.7% |