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 | $12,864 | $167,484-92.3% | $151,611-91.5% | $134,475-90.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,529 | $6,829-48.3% | $6,166-42.8% | $4,740-25.5% |
| Participant deferral / active EE | $6,325 | $8,986-29.6% | $8,363-24.4% | $6,400-1.2% |
| Admin fee / account holder | $41 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |