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 | $10,608 | $124,281-91.5% | $109,143-90.3% | $167,490-93.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $882 | $4,207-79.0% | $3,722-76.3% | $4,837-81.8% |
| Participant deferral / active EE | $7,060 | $5,255+34.3% | $4,653+51.7% | $6,341+11.3% |
| Admin fee / account holder | $11 | $7,970-99.9% | $6,752-99.8% | $12,309-99.9% |