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 4-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 | $6,488 | $100,754-93.6% | $86,677-92.5% | $134,475-95.2% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,427 | $3,489-30.5% | $2,836-14.4% | $4,740-48.8% |
| Participant deferral / active EE | $4,093 | $5,338-23.3% | $4,656-12.1% | $6,400-36.0% |
| Admin fee / account holder | $127 | $10,926-98.8% | $7,493-98.3% | $11,426-98.9% |