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 | $4,789 | $108,172-95.6% | $77,482-93.8% | $158,922-97.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,731 | $1,325+30.6% | $986+75.4% | $4,761-63.7% |
| Participant deferral / active EE | $2,839 | $2,456+15.6% | $1,861+52.5% | $5,982-52.6% |
| Admin fee / account holder | $19 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |