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 3-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 | $9,842 | $167,307-94.1% | $143,757-93.2% | $134,475-92.7% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,684 | $5,619-70.0% | $4,951-66.0% | $4,740-64.5% |
| Participant deferral / active EE | $2,349 | $6,446-63.6% | $5,637-58.3% | $6,400-63.3% |
| Admin fee / account holder | $32 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |