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 7-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 | $5,705 | $58,851-90.3% | $115,157-95.0% | $72,985-92.2% |
| Participation rate | 97.3% | 65.5%+31.8pp | 75.9%+21.4pp | 69.5%+27.8pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,102 | $1,798+16.9% | $3,179-33.9% | $2,440-13.8% |
| Participant deferral / active EE | $3,249 | $2,643+22.9% | $4,168-22.1% | $3,607-9.9% |
| Admin fee / account holder | $164 | $6,370-97.4% | $7,088-97.7% | $5,124-96.8% |