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 | $4,866 | $78,422-93.8% | $95,952-94.9% | $79,858-93.9% |
| Participation rate | 95.7% | 73.5%+22.2pp | 77.1%+18.6pp | 69.6%+26.0pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,416 | $1,945-27.2% | $2,541-44.3% | $2,471-42.7% |
| Participant deferral / active EE | $2,366 | $3,440-31.2% | $4,167-43.2% | $3,740-36.7% |
| Admin fee / account holder | $3 | $5,622-100.0% | $6,795-100.0% | $5,306-99.9% |