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 7-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 | $5,682 | $89,652-93.7% | $141,162-96.0% | $65,185-91.3% |
| Participation rate | 72.9% | 74.7%-1.8pp | 82.5%-9.5pp | 70.2%+2.7pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.39%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,529 | $3,065-50.1% | $4,735-67.7% | $2,177-29.8% |
| Participant deferral / active EE | $2,877 | $5,691-49.5% | $6,709-57.1% | $3,514-18.1% |
| Admin fee / account holder | $93 | $569-83.6% | $10,261-99.1% | $847-89.0% |