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 | $2,846 | $100,754-97.2% | $86,677-96.7% | $134,475-97.9% |
| Participation rate | 78.9% | 78.9%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $972 | $3,489-72.1% | $2,836-65.7% | $4,740-79.5% |
| Participant deferral / active EE | $1,757 | $5,338-67.1% | $4,656-62.3% | $6,400-72.6% |
| Admin fee / account holder | $123 | $10,926-98.9% | $7,493-98.4% | $11,426-98.9% |