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 | $3,707 | $72,012-94.9% | $185,823-98.0% | $79,858-95.4% |
| Participation rate | 96.2% | 65.8%+30.4pp | 78.0%+18.1pp | 69.6%+26.5pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.95%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,353 | $1,965-31.2% | $4,087-66.9% | $2,471-45.3% |
| Participant deferral / active EE | $1,264 | $3,779-66.5% | $5,632-77.6% | $3,740-66.2% |
| Admin fee / account holder | $74 | $4,513-98.4% | $9,500-99.2% | $5,306-98.6% |