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 | $6,968 | $167,307-95.8% | $143,757-95.2% | $134,475-94.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,182 | $5,619-79.0% | $4,951-76.1% | $4,740-75.1% |
| Participant deferral / active EE | $5,820 | $6,446-9.7% | $5,637+3.2% | $6,400-9.1% |
| Admin fee / account holder | $23 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |