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 8-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 | $12,247 | $113,339-89.2% | $94,993-87.1% | $147,584-91.7% |
| Participation rate | 71.4% | 78.0%-6.5pp | 73.9%-2.5pp | 82.8%-11.4pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $784 | $3,160-75.2% | $2,603-69.9% | $4,876-83.9% |
| Participant deferral / active EE | $3,946 | $3,777+4.5% | $3,317+19.0% | $5,439-27.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |