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 | $4,730 | $124,319-96.2% | $111,297-95.8% | $167,490-97.2% |
| Participation rate | 95.5% | 79.6%+15.8pp | 77.3%+18.1pp | 82.1%+13.3pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $701 | $3,435-79.6% | $2,731-74.3% | $4,837-85.5% |
| Participant deferral / active EE | $3,960 | $5,180-23.6% | $4,487-11.8% | $6,341-37.6% |
| Admin fee / account holder | $2 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |