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 | $6,472 | $106,515-93.9% | $96,683-93.3% | $139,434-95.4% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,048 | $4,103-50.1% | $3,737-45.2% | $4,751-56.9% |
| Participant deferral / active EE | $3,199 | $5,454-41.3% | $4,878-34.4% | $6,710-52.3% |
| Admin fee / account holder | $2 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |