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 9-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 | $6,336 | $181,894-96.5% | $156,549-96.0% | $273,961-97.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,270 | $6,248-63.7% | $5,501-58.7% | $4,869-53.4% |
| Participant deferral / active EE | $5,143 | $5,550-7.3% | $4,871+5.6% | $5,287-2.7% |
| Admin fee / account holder | $30 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |