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 | $5,955 | $48,046-87.6% | $84,611-93.0% | $72,985-91.8% |
| Participation rate | 71.9% | 57.6%+14.3pp | 68.2%+3.6pp | 69.5%+2.4pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $631 | $1,602-60.6% | $2,652-76.2% | $2,440-74.1% |
| Participant deferral / active EE | $2,122 | $2,680-20.9% | $3,899-45.6% | $3,607-41.2% |
| Admin fee / account holder | $101 | $3,395-97.0% | $4,912-97.9% | $5,124-98.0% |