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 | $4,397 | $69,515-93.7% | $86,874-94.9% | $85,850-94.9% |
| Participation rate | 95.1% | 66.3%+28.8pp | 71.6%+23.5pp | 69.3%+25.8pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.52%-63.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,969 | $1,880+4.7% | $2,495-21.1% | $2,565-23.2% |
| Participant deferral / active EE | $3,035 | $2,919+4.0% | $3,699-17.9% | $3,952-23.2% |
| Admin fee / account holder | $100 | $5,972-98.3% | $5,828-98.3% | $6,260-98.4% |