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 5-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 | $23,139 | $203,436-88.6% | $152,466-84.8% | $167,490-86.2% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.2%+0.4pp | 82.1%-3.5pp |
| Annual return | 0.00% | 13.80%-13.8pp | 757.33%-757.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,865 | $5,220-64.3% | $4,327-56.9% | $4,837-61.5% |
| Participant deferral / active EE | $7,954 | $6,716+18.4% | $5,820+36.7% | $6,341+25.4% |
| Admin fee / account holder | $15 | $22,506-99.9% | $15,805-99.9% | $12,309-99.9% |