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 | $5,380 | $176,056-96.9% | $159,436-96.6% | $167,490-96.8% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,626 | $5,297-69.3% | $4,829-66.3% | $4,837-66.4% |
| Participant deferral / active EE | $2,715 | $7,750-65.0% | $7,352-63.1% | $6,341-57.2% |
| Admin fee / account holder | $238 | $12,554-98.1% | $10,799-97.8% | $12,309-98.1% |